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Upper Left Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Upper Left 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
Q2 		$5.44M Buy
163,550
+12,176
+8% +$495K 3.02% 10
2026
Q1 		$5.82M Buy
151,374
+39,266
+35% +$1.7M 3.43% 9
2025
Q4 		$5.57M Buy
112,108
+16,353
+17% +$929K 3.39% 7
2025
Q3 		$6.22M Sell
95,755
-718
-0.7% -$46.7K 3.91% 4
2025
Q2 		$5.91M Buy
96,473
+3,551
+4% +$199K 3.94% 4
2025
Q1 		$4.35M Buy
92,922
+3,592
+4% +$190K 3.12% 9
2024
Q4 		$4.74M Buy
89,330
+3,884
+5% +$183K 4.05% 6
2024
Q3 		$2.85M Buy
85,446
+34,356
+67% +$1.19M 2.49% 15
2024
Q2 		$1.74M Buy
51,090
+2,530
+5% +$94.5K 1.58% 20
2024
Q1 		$1.97M Buy
+48,560
New +$1.51M 1.82% 20

Other funds holding IBIT

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Upper Left Wealth Management's IBIT Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 8% in Q2 2026, buying an estimated $495K and bringing the position to 163,550 shares worth $5.44M. The position accounts for 3.02% of the portfolio, ranked #10.

Upper Left Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.22M in Q3 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Upper Left Wealth Management held 163,550 shares of iShares Bitcoin Trust worth $5.44M as of Q2 2026.
  • Upper Left Wealth Management bought 12,176 iShares Bitcoin Trust shares in Q2 2026, an estimated $495K.
  • iShares Bitcoin Trust made up 3.02% of Upper Left Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Upper Left Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Upper Left Wealth Management's iShares Bitcoin Trust position peaked at $6.22M in Q3 2025.
  • 244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.