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Abound Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Abound Wealth Management’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
Q2 		$5.55K Sell
122
-34
-22% -$1.9K ﹤0.01% 581
2026
Q1 		$8.23K Buy
156
+34
+28% +$2.02K ﹤0.01% 601
2025
Q4 		$8.34K Hold
122
– – ﹤0.01% 542
2025
Q3 		$11K Buy
+122
New +$11K ﹤0.01% 472
2024
Q4 		– Sell
-1,030
Closed -$52K – 1281
2024
Q3 		$52K Buy
+1,030
New +$50.1K 0.02% 174

Other funds holding GBTC

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Abound Wealth Management's GBTC Position: Q2 2026 in Review

Abound Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 22% in Q2 2026, selling an estimated $1.9K and leaving 122 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Abound Wealth Management first reported a position in GBTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $52K in Q3 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Abound Wealth Management held 122 shares of Grayscale Bitcoin Trust worth $5.55K as of Q2 2026.
  • Abound Wealth Management sold 34 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.9K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Abound Wealth Management first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 5 quarters since.
  • Abound Wealth Management's Grayscale Bitcoin Trust position peaked at $52K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.