Integrated Advisors Network
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Integrated Advisors Network’s Grayscale Bitcoin Trust GBTC Stock Holding History

Integrated Advisors Network’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
Q3 		$918K Buy
14,214
+6,671
+88% +$368K 0.04% 341
2026
Q2 		$343K Sell
7,543
-12,779
-63% -$713K 0.02% 533
2026
Q1 		$1.07M Sell
20,322
-1,681
-8% -$100K 0.06% 304
2025
Q4 		$1.5M Sell
22,003
-7,501
-25% -$588K 0.07% 275
2025
Q3 		$2.65M Sell
29,504
-1,170
-4% -$105K 0.11% 203
2025
Q2 		$2.6M Sell
30,674
-901
-3% -$70.1K 0.12% 200
2025
Q1 		$2.06M Sell
31,575
-567
-2% -$41.8K 0.1% 202
2024
Q4 		$2.38M Buy
32,142
+4,421
+16% +$291K 0.11% 187
2024
Q3 		$1.4M Sell
27,721
-2,081
-7% -$101K 0.07% 265
2024
Q2 		$1.43M Buy
29,802
+1,599
+6% +$84.2K 0.07% 244
2024
Q1 		$1.61M Buy
+28,203
New +$1.24M 0.08% 236

Other funds holding GBTC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Integrated Advisors Network's GBTC Position: Q3 2026 in Review

Integrated Advisors Network increased its Grayscale Bitcoin Trust (GBTC) stake by 88% in Q3 2026, buying an estimated $368K and bringing the position to 14,214 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #341.

Integrated Advisors Network first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.65M in Q3 2025. 462 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Integrated Advisors Network held 14,214 shares of Grayscale Bitcoin Trust worth $918K as of Q3 2026.
  • Integrated Advisors Network bought 6,671 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $368K.
  • Grayscale Bitcoin Trust made up 0.04% of Integrated Advisors Network's portfolio in Q3 2026, its #341 holding.
  • Integrated Advisors Network first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Integrated Advisors Network's Grayscale Bitcoin Trust position peaked at $2.65M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.