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Summit Wealth Group (Colorado)’s iShares Bitcoin Trust IBIT Stock Holding History

Summit Wealth Group (Colorado)’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
-1,447
Closed -$1.28M – 430
2025
Q3 		$1.28M Buy
+1,447
New +$94.1K 0.14% 132

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Summit Wealth Group (Colorado)'s IBIT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 1,447 shares — an estimated $1.28M sold.

Summit Wealth Group (Colorado) first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $1.28M in Q3 2025. 1,659 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,447 iShares Bitcoin Trust shares in Q4 2025, an estimated $1.28M.
  • Summit Wealth Group (Colorado) first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s iShares Bitcoin Trust position peaked at $1.28M in Q3 2025.
  • 1,659 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.