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

Oxford Wealth 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
2024
Q4 		$437K Buy
+8,245
New +$389K 0.28% 47

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Oxford Wealth Group's IBIT Position: Q4 2024 in Review

Oxford Wealth Group opened a new position in iShares Bitcoin Trust (IBIT) in Q4 2024: 8,245 shares worth $437K. The stake represents 0.28% of the portfolio and ranks #47 among its holdings.

1,111 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • Oxford Wealth Group held 8,245 shares of iShares Bitcoin Trust worth $437K as of Q4 2024.
  • iShares Bitcoin Trust was a new Oxford Wealth Group position in Q4 2024.
  • iShares Bitcoin Trust made up 0.28% of Oxford Wealth Group's portfolio in Q4 2024, its #47 holding.
  • 1,111 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.