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Strategies Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Strategies Wealth Advisors’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
2025
Q4 		– Sell
-13,703
Closed -$891K – 192
2025
Q3 		$891K Buy
13,703
+4,779
+54% +$311K 0.09% 67
2025
Q2 		$546K Buy
8,924
+4,428
+98% +$248K 0.06% 94
2025
Q1 		$210K Buy
+4,496
New +$238K 0.03% 167

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Strategies Wealth Advisors's IBIT Position: Q4 2025 in Review

Strategies Wealth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 13,703 shares — an estimated $891K sold.

Strategies Wealth Advisors first reported a position in IBIT in Q1 2025 and held it in 3 quarters. The position peaked at $891K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Strategies Wealth Advisors reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 13,703 iShares Bitcoin Trust shares in Q4 2025, an estimated $891K.
  • Strategies Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 3 quarters.
  • Strategies Wealth Advisors's iShares Bitcoin Trust position peaked at $891K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Strategies Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.