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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

OneAscent Family Office's IBIT Position: Q1 2026 in Review

OneAscent Family Office held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 5,405 shares worth $208K. The position accounts for 0.15% of the portfolio, ranked #174.

OneAscent Family Office first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $351K in Q3 2025. 1,542 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • OneAscent Family Office held 5,405 shares of iShares Bitcoin Trust worth $208K as of Q1 2026.
  • OneAscent Family Office left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up 0.15% of OneAscent Family Office's portfolio in Q1 2026, its #174 holding.
  • OneAscent Family Office first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Family Office's iShares Bitcoin Trust position peaked at $351K in Q3 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.