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Oak Barrel Wealth Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Oak Barrel Wealth Advisory’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 		$616K Buy
+18,500
New +$753K 0.27% 46
2025
Q4 		$1.34M Buy
+26,970
New +$1.53M 0.8% 28

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Oak Barrel Wealth Advisory's IBIT Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 18,500 shares worth $616K. The stake represents 0.27% of the portfolio and ranks #46 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IBIT as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.34M in Q4 2025. 1,468 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Oak Barrel Wealth Advisory held 18,500 shares of iShares Bitcoin Trust worth $616K as of Q2 2026.
  • iShares Bitcoin Trust was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • iShares Bitcoin Trust made up 0.27% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #46 holding.
  • Oak Barrel Wealth Advisory first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's iShares Bitcoin Trust position peaked at $1.34M in Q4 2025.
  • 1,468 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.