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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

MSRH LLC New York $113M AUM

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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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. 658 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.
658 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.