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Oxford Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Oxford Financial 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
Q2 		$1.24M Buy
37,307
+42
+0.1% +$1.71K 0.06% 90
2026
Q1 		$1.43M Buy
37,265
+739
+2% +$32K 0.08% 72
2025
Q4 		$1.81M Buy
36,526
+16,909
+86% +$961K 0.1% 63
2025
Q3 		$1.28M Buy
19,617
+15,197
+344% +$989K 0.07% 76
2025
Q2 		$271K Buy
+4,420
New +$248K 0.02% 186

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

Oxford Financial Group's IBIT Position: Q2 2026 in Review

Oxford Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 0.11% in Q2 2026, buying an estimated $1.71K and bringing the position to 37,307 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #90.

Oxford Financial Group first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Oxford Financial Group held 37,307 shares of iShares Bitcoin Trust worth $1.24M as of Q2 2026.
  • Oxford Financial Group bought 42 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.71K.
  • iShares Bitcoin Trust made up 0.06% of Oxford Financial Group's portfolio in Q2 2026, its #90 holding.
  • Oxford Financial Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Oxford Financial Group's iShares Bitcoin Trust position peaked at $1.81M in Q4 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.