IA
GBTC icon

IAM Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

IAM Advisory’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
Q1 		– Sell
-3,740
Closed -$256K – 102
2025
Q4 		$256K Hold
3,740
– – 0.06% 87
2025
Q3 		$336K Hold
3,740
– – 0.08% 82
2025
Q2 		$317K Buy
3,740
+58
+2% +$4.51K 0.08% 79
2025
Q1 		$240K Sell
3,682
-131
-3% -$9.65K 0.06% 94
2024
Q4 		$282K Buy
+3,813
New +$251K 0.07% 83
2024
Q3 		– Sell
-4,177
Closed -$201K – 104
2024
Q2 		$201K Buy
+4,177
New +$220K 0.05% 96

Other funds holding GBTC

Horizon Kinetics Asset Management
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

IAM Advisory's GBTC Position: Q1 2026 in Review

IAM Advisory sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,740 shares — an estimated $256K sold.

IAM Advisory first reported a position in GBTC in Q2 2024 and held it in 6 quarters. The position peaked at $336K in Q3 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • IAM Advisory reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • IAM Advisory sold 3,740 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $256K.
  • IAM Advisory first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 6 quarters.
  • IAM Advisory's Grayscale Bitcoin Trust position peaked at $336K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.