Avion Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Avion Wealth’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$43K	Hold	676	–	–	0.01%	260
2026 Q2	$30K	Hold	676	–	–	0.01%	315
2026 Q1	$35K	Hold	676	–	–	0.01%	250
2025 Q4	$46K	Hold	676	–	–	0.01%	215
2025 Q3	$60K	Buy	676 +535	+379%	+$48.1K	0.01%	199
2025 Q2	$11K	Buy	141 +131	+1,310%	+$10.2K	﹤0.01%	441
2025 Q1	$0	Buy	+10	New	+$737	﹤0.01%	1148
2024 Q4	–	Sell	-10	Closed	–	–	1107
2024 Q3	$0	Sell	10 -1	-9%	-$49	﹤0.01%	1130
2024 Q2	$0	Hold	11	–	–	﹤0.01%	1058
2024 Q1	$1K	Buy	+11	New	+$484	﹤0.01%	948

Other funds holding GBTC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Avion Wealth's GBTC Position: Q3 2026 in Review

Avion Wealth held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 676 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #260.

Avion Wealth first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $60K in Q3 2025. 462 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Avion Wealth held 676 shares of Grayscale Bitcoin Trust worth $43K as of Q3 2026.
Avion Wealth left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
Grayscale Bitcoin Trust made up 0.01% of Avion Wealth's portfolio in Q3 2026, its #260 holding.
Avion Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Avion Wealth's Grayscale Bitcoin Trust position peaked at $60K in Q3 2025.
462 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.