Udine Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Udine Wealth Management’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	$3.9M	Buy	82,369 +4,755	+6%	+$192K	1.54%	18
2026 Q2	$2.58M	Buy	77,614 +6,143	+9%	+$250K	1.06%	33
2026 Q1	$2.75M	Buy	71,471 +6,713	+10%	+$291K	1.34%	20
2025 Q4	$3.22M	Buy	64,758 +3,589	+6%	+$204K	1.52%	18
2025 Q3	$3.98M	Buy	61,169 +3,037	+5%	+$198K	1.91%	14
2025 Q2	$3.56M	Buy	58,132 +502	+0.9%	+$28.1K	1.88%	12
2025 Q1	$2.7M	Buy	57,630 +2,414	+4%	+$128K	1.8%	13
2024 Q4	$2.93M	Buy	55,216 +927	+2%	+$43.8K	1.88%	12
2024 Q3	$1.96M	Buy	54,289 +2,233	+4%	+$77.5K	1.38%	19
2024 Q2	$1.78M	Buy	52,056 +1,776	+4%	+$66.3K	1.24%	22
2024 Q1	$2.03M	Buy	+50,280	New	+$1.57M	1.4%	17

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Udine Wealth Management's IBIT Position: Q3 2026 in Review

Udine Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 6.1% in Q3 2026, buying an estimated $192K and bringing the position to 82,369 shares worth $3.9M. The position accounts for 1.54% of the portfolio, ranked #18.

Udine Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.98M in Q3 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Udine Wealth Management held 82,369 shares of iShares Bitcoin Trust worth $3.9M as of Q3 2026.
Udine Wealth Management bought 4,755 iShares Bitcoin Trust shares in Q3 2026, an estimated $192K.
iShares Bitcoin Trust made up 1.54% of Udine Wealth Management's portfolio in Q3 2026, its #18 holding.
Udine Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Udine Wealth Management's iShares Bitcoin Trust position peaked at $3.98M in Q3 2025.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.