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SteelPeak Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

SteelPeak Wealth’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 639
2026
Q1 		– Hold
0
– – – 570
2025
Q4 		– Hold
0
– – – 532
2025
Q3 		– Hold
0
– – – 568
2025
Q2 		– Hold
0
– – – 542
2025
Q1 		– Hold
0
– – – 570
2024
Q4 		– Hold
0
– – – 558

Other funds holding IBIT

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

SteelPeak Wealth's IBIT Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 2.2% in Q2 2026, selling an estimated $51.3K and leaving 55,778 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #241.

SteelPeak Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.19M in Q1 2026. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • SteelPeak Wealth held 55,778 shares of iShares Bitcoin Trust worth $1.86M as of Q2 2026.
  • SteelPeak Wealth sold 1,262 iShares Bitcoin Trust shares in Q2 2026, an estimated $51.3K.
  • iShares Bitcoin Trust made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #241 holding.
  • SteelPeak Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • SteelPeak Wealth's iShares Bitcoin Trust position peaked at $2.19M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.