Icon Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Icon Wealth Advisors’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	$261K	Buy	4,446 +400	+10%	+$23.8K	0.02%	344
2025 Q4	$277K	Hold	4,046	–	–	0.02%	333
2025 Q3	$363K	Hold	4,046	–	–	0.02%	293
2025 Q2	$343K	Hold	4,046	–	–	0.02%	296
2025 Q1	$264K	Buy	4,046 +800	+25%	+$59K	0.02%	302
2024 Q4	$240K	Hold	3,246	–	–	0.02%	341
2024 Q3	$164K	Buy	+3,246	New	+$158K	0.01%	393
2024 Q2	–	Sell	-3,593	Closed	-$205K	–	462
2024 Q1	$205K	Buy	+3,593	New	+$158K	0.02%	332

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Icon Wealth Advisors's GBTC Position: Q1 2026 in Review

Icon Wealth Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 9.9% in Q1 2026, buying an estimated $23.8K and bringing the position to 4,446 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #344.

Icon Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $363K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Icon Wealth Advisors held 4,446 shares of Grayscale Bitcoin Trust worth $261K as of Q1 2026.
Icon Wealth Advisors bought 400 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $23.8K.
Grayscale Bitcoin Trust made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #344 holding.
Icon Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Icon Wealth Advisors's Grayscale Bitcoin Trust position peaked at $363K in Q3 2025.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.