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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
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

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 $5.72T AUM 30.48% 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

Oxford Financial Group's IBIT Position: Q1 2026 in Review

Oxford Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 2% in Q1 2026, buying an estimated $32K and bringing the position to 37,265 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #72.

Oxford Financial Group first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.81M in Q4 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Oxford Financial Group held 37,265 shares of iShares Bitcoin Trust worth $1.43M as of Q1 2026.
  • Oxford Financial Group bought 739 iShares Bitcoin Trust shares in Q1 2026, an estimated $32K.
  • iShares Bitcoin Trust made up 0.08% of Oxford Financial Group's portfolio in Q1 2026, its #72 holding.
  • Oxford Financial Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Oxford Financial Group's iShares Bitcoin Trust position peaked at $1.81M in Q4 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.