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Integrated Wealth Concepts’s Bit Digital BTBT Stock Holding History

Integrated Wealth Concepts’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.7K Sell
22,072
-3,355
-13% -$5.91K ﹤0.01% 3548
2026
Q1 		$33.3K Buy
+25,427
New +$46.7K ﹤0.01% 2237
2025
Q4 		– Sell
-47,565
Closed -$143K – 1669
2025
Q3 		$143K Buy
+47,565
New +$144K ﹤0.01% 1894

Other funds holding BTBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Concepts's BTBT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Bit Digital (BTBT) stake by 13% in Q2 2026, selling an estimated $5.91K and leaving 22,072 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

Integrated Wealth Concepts first reported a position in BTBT in Q3 2025 and has held it in 3 quarters since. The position peaked at $143K in Q3 2025. 221 funds tracked by Wall St. Rank hold BTBT as of Q2 2026.

  • Integrated Wealth Concepts held 22,072 shares of Bit Digital worth $39.7K as of Q2 2026.
  • Integrated Wealth Concepts sold 3,355 Bit Digital shares in Q2 2026, an estimated $5.91K.
  • Bit Digital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3548 holding.
  • Integrated Wealth Concepts first reported a position in Bit Digital in Q3 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Bit Digital position peaked at $143K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Bit Digital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.