Integrated Wealth Concepts LLC
Position in GBTC — Grayscale Bitcoin Trust ETF
CIK 1737109
WALTHAM, MA
Position in GBTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,264,847
+$482,404 QoQ
Shares Held
49,755
+47.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#70
of 598 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GBTC Over Time
Shares Held
Position Value (USD)
All Filings in GBTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,847 | 49,755 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,782,443 | 33,784 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,629,018 | 23,830 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,338,097 | 37,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,040,985 | 35,848 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,272,934 | 34,877 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,462,063 | 46,772 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,967,884 | 38,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,032,592 | 42,263 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,060,242 | 36,104 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||