Integrated Wealth Concepts’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Integrated Wealth Concepts’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$589K	Buy	22,683 +4,737	+26%	+$150K	﹤0.01%	1555
2026 Q1	$538K	Sell	17,946 -2,549	-12%	-$86.1K	﹤0.01%	1494
2025 Q4	$794K	Sell	20,495 -7,404	-27%	-$328K	0.01%	875
2025 Q3	$1.41M	Buy	27,899 +5,988	+27%	+$304K	0.01%	818
2025 Q2	$1.05M	Buy	21,911 +1,868	+9%	+$81.6K	0.01%	897
2025 Q1	$731K	Buy	20,043 +1,137	+6%	+$46.9K	0.01%	975
2024 Q4	$792K	Buy	18,906 +11,555	+157%	+$425K	0.01%	923
2024 Q3	$207K	Buy	+7,351	New	+$196K	﹤0.01%	1544

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 26% in Q2 2026, buying an estimated $150K and bringing the position to 22,683 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Integrated Wealth Concepts first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2025. 465 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Integrated Wealth Concepts held 22,683 shares of Grayscale Bitcoin Mini Trust ETF worth $589K as of Q2 2026.
Integrated Wealth Concepts bought 4,737 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $150K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1555 holding.
Integrated Wealth Concepts first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's Grayscale Bitcoin Mini Trust ETF position peaked at $1.41M in Q3 2025.
465 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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