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Avior Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Avior Wealth Management’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 		$295K Sell
6,476
-201
-3% -$11.2K 0.01% 665
2026
Q1 		$352K Sell
6,677
-1,268
-16% -$75.5K 0.01% 641
2025
Q4 		$543K Buy
7,945
+4,405
+124% +$345K 0.02% 439
2025
Q3 		$318K Buy
+3,540
New +$319K 0.01% 573
2025
Q1 		– Sell
-1,621
Closed -$120K – 1350
2024
Q4 		$120K Buy
1,621
+1,123
+226% +$74K ﹤0.01% 845
2024
Q3 		$25.1K Sell
498
-164
-25% -$7.98K ﹤0.01% 1328
2024
Q2 		$31.8K Sell
662
-7,344
-92% -$387K ﹤0.01% 1240
2024
Q1 		$457K Buy
+8,006
New +$352K 0.02% 476

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 $103B AUM 28.65% 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 40.91% 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

Avior Wealth Management's GBTC Position: Q2 2026 in Review

Avior Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 3% in Q2 2026, selling an estimated $11.2K and leaving 6,476 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #665.

Avior Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $543K in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Avior Wealth Management held 6,476 shares of Grayscale Bitcoin Trust worth $295K as of Q2 2026.
  • Avior Wealth Management sold 201 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $11.2K.
  • Grayscale Bitcoin Trust made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #665 holding.
  • Avior Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Avior Wealth Management's Grayscale Bitcoin Trust position peaked at $543K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.