The Wealth Group
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The Wealth Group’s iShares Bitcoin Trust IBIT Stock Holding History

The Wealth Group’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
Q3 		$1.08M Buy
22,732
+11,833
+109% +$477K 0.2% 38
2026
Q2 		$363K Buy
10,899
+2,364
+28% +$96.2K 0.07% 63
2026
Q1 		$328K Sell
8,535
-4,389
-34% -$190K 0.07% 64
2025
Q4 		$642K Buy
12,924
+6,530
+102% +$371K 0.14% 46
2025
Q3 		$416K Buy
6,394
+2,378
+59% +$155K 0.1% 58
2025
Q2 		$246K Buy
+4,016
New +$225K 0.06% 67

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

The Wealth Group's IBIT Position: Q3 2026 in Review

The Wealth Group increased its iShares Bitcoin Trust (IBIT) stake by 109% in Q3 2026, buying an estimated $477K and bringing the position to 22,732 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #38.

The Wealth Group first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • The Wealth Group held 22,732 shares of iShares Bitcoin Trust worth $1.08M as of Q3 2026.
  • The Wealth Group bought 11,833 iShares Bitcoin Trust shares in Q3 2026, an estimated $477K.
  • iShares Bitcoin Trust made up 0.2% of The Wealth Group's portfolio in Q3 2026, its #38 holding.
  • The Wealth Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.