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Acorn Financial Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Acorn Financial Advisory Services’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 		– Sell
-3,264
Closed -$223K – 223
2025
Q4 		$223K Hold
3,264
– – 0.03% 195
2025
Q3 		$293K Sell
3,264
-3,162
-49% -$285K 0.05% 162
2025
Q2 		$545K Hold
6,426
– – 0.09% 111
2025
Q1 		$419K Sell
6,426
-2,076
-24% -$153K 0.08% 118
2024
Q4 		$629K Sell
8,502
-1,760
-17% -$116K 0.1% 96
2024
Q3 		$518K Sell
10,262
-2,266
-18% -$110K 0.09% 107
2024
Q2 		$603K Buy
12,528
+12
+0.1% +$632 0.11% 94
2024
Q1 		$714K Buy
+12,516
New +$551K 0.13% 83

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Acorn Financial Advisory Services's GBTC Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,264 shares — an estimated $223K sold.

Acorn Financial Advisory Services first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $714K in Q1 2024. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 3,264 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $223K.
  • Acorn Financial Advisory Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Acorn Financial Advisory Services's Grayscale Bitcoin Trust position peaked at $714K in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.