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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
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

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Avion Wealth's GBTC Position: Q2 2026 in Review

Avion Wealth held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 676 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #315.

Avion Wealth first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $60K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Avion Wealth held 676 shares of Grayscale Bitcoin Trust worth $30K as of Q2 2026.
  • Avion Wealth left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #315 holding.
  • Avion Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Avion Wealth's Grayscale Bitcoin Trust position peaked at $60K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.