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Integrated Wealth Concepts’s Grayscale Bitcoin Trust GBTC Stock Holding History

Integrated Wealth Concepts’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 		$1.78M Buy
33,784
+9,954
+42% +$593K 0.01% 803
2025
Q4 		$1.63M Sell
23,830
-13,355
-36% -$1.05M 0.02% 585
2025
Q3 		$3.34M Buy
37,185
+1,337
+4% +$120K 0.03% 500
2025
Q2 		$3.04M Buy
35,848
+971
+3% +$75.5K 0.03% 491
2025
Q1 		$2.27M Sell
34,877
-11,895
-25% -$877K 0.03% 548
2024
Q4 		$3.46M Buy
46,772
+7,804
+20% +$514K 0.04% 383
2024
Q3 		$1.97M Sell
38,968
-7,817
-17% -$380K 0.02% 554
2024
Q2 		$2.25M Buy
46,785
+6,818
+17% +$359K 0.03% 481
2024
Q1 		$2.28M Buy
+39,967
New +$1.76M 0.03% 478

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
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
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return