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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
Q2 		– Sell
-4,446
Closed -$261K – 428
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 $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

Icon Wealth Advisors's GBTC Position: Q2 2026 in Review

Icon Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,446 shares — an estimated $261K sold.

Icon Wealth Advisors first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $363K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Icon Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 4,446 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $261K.
  • Icon Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Icon Wealth Advisors's Grayscale Bitcoin Trust position peaked at $363K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.