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Oxler Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Oxler Private Wealth’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 		$20.5M Buy
616,514
+61,324
+11% +$2.49M 5.86% 4
2026
Q1 		$21.3M Buy
555,190
+1,736
+0.3% +$75.2K 6.68% 3
2025
Q4 		$27.5M Buy
553,454
+52,183
+10% +$2.96M 7.96% 3
2025
Q3 		$32.6M Sell
501,271
-9,383
-2% -$610K 9.48% 3
2025
Q2 		$31.3M Buy
510,654
+4,194
+0.8% +$235K 9.82% 3
2025
Q1 		$23.7M Buy
506,460
+6,186
+1% +$327K 8.33% 3
2024
Q4 		$26.5M Buy
500,274
+27,331
+6% +$1.29M 8.73% 3
2024
Q3 		$17.1M Buy
472,943
+7,465
+2% +$259K 5.95% 4
2024
Q2 		$15.9M Buy
465,478
+187,709
+68% +$7.01M 5.88% 4
2024
Q1 		$11.2M Buy
+277,769
New +$8.66M 4.41% 6

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

Oxler Private Wealth's IBIT Position: Q2 2026 in Review

Oxler Private Wealth increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, buying an estimated $2.49M and bringing the position to 616,514 shares worth $20.5M. The position accounts for 5.86% of the portfolio, ranked #4.

Oxler Private Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.6M in Q3 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Oxler Private Wealth held 616,514 shares of iShares Bitcoin Trust worth $20.5M as of Q2 2026.
  • Oxler Private Wealth bought 61,324 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.49M.
  • iShares Bitcoin Trust made up 5.86% of Oxler Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Oxler Private Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Oxler Private Wealth's iShares Bitcoin Trust position peaked at $32.6M in Q3 2025.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.