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OneAscent Family Office’s iShares Bitcoin Trust IBIT Stock Holding History

OneAscent Family Office’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 		$330K Buy
9,905
+4,500
+83% +$183K 0.17% 131
2026
Q1 		$208K Hold
5,405
– – 0.15% 174
2025
Q4 		$268K Hold
5,405
– – 0.18% 126
2025
Q3 		$351K Hold
5,405
– – 0.29% 90
2025
Q2 		$331K Hold
5,405
– – 0.31% 79
2025
Q1 		$259K Buy
+5,405
New +$286K 0.24% 98

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

OneAscent Family Office's IBIT Position: Q2 2026 in Review

OneAscent Family Office increased its iShares Bitcoin Trust (IBIT) stake by 83% in Q2 2026, buying an estimated $183K and bringing the position to 9,905 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #131.

OneAscent Family Office first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $351K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • OneAscent Family Office held 9,905 shares of iShares Bitcoin Trust worth $330K as of Q2 2026.
  • OneAscent Family Office bought 4,500 iShares Bitcoin Trust shares in Q2 2026, an estimated $183K.
  • iShares Bitcoin Trust made up 0.17% of OneAscent Family Office's portfolio in Q2 2026, its #131 holding.
  • OneAscent Family Office first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Family Office's iShares Bitcoin Trust position peaked at $351K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.