UAG
IBIT icon

United Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

United Advisor 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 		$1.33M Buy
28,002
+2,550
+10% +$103K 0.13% 182
2026
Q2 		$847K Sell
25,452
-11,940
-32% -$486K 0.09% 235
2026
Q1 		$1.44M Buy
37,392
+14,663
+65% +$635K 0.18% 142
2025
Q4 		$1.13M Sell
22,729
-7,477
-25% -$425K 0.14% 165
2025
Q3 		$1.96M Buy
30,206
+17,104
+131% +$1.11M 0.26% 95
2025
Q2 		$802K Buy
+13,102
New +$734K 0.14% 156

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

United Advisor Group's IBIT Position: Q3 2026 in Review

United Advisor Group increased its iShares Bitcoin Trust (IBIT) stake by 10% in Q3 2026, buying an estimated $103K and bringing the position to 28,002 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #182.

United Advisor Group first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.96M in Q3 2025. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • United Advisor Group held 28,002 shares of iShares Bitcoin Trust worth $1.33M as of Q3 2026.
  • United Advisor Group bought 2,550 iShares Bitcoin Trust shares in Q3 2026, an estimated $103K.
  • iShares Bitcoin Trust made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #182 holding.
  • United Advisor Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • United Advisor Group's iShares Bitcoin Trust position peaked at $1.96M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.