Atlantic Edge Private Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Atlantic Edge Private 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	$7.28K	Hold	160	–	–	﹤0.01%	461
2026 Q1	$8.44K	Hold	160	–	–	﹤0.01%	411
2025 Q4	$10.9K	Hold	160	–	–	﹤0.01%	372
2025 Q3	$14.4K	Hold	160	–	–	﹤0.01%	337
2025 Q2	$13.6K	Hold	160	–	–	﹤0.01%	338
2025 Q1	$10.4K	Hold	160	–	–	﹤0.01%	341
2024 Q4	$11.8K	Hold	160	–	–	﹤0.01%	319
2024 Q3	$8.08K	Sell	160 -17	-10%	-$827	﹤0.01%	355
2024 Q2	$8.52K	Hold	177	–	–	﹤0.01%	330
2024 Q1	$10.1K	Buy	+177	New	+$7.79K	﹤0.01%	315

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atlantic Edge Private Wealth Management's GBTC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 160 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Atlantic Edge Private Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.4K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Atlantic Edge Private Wealth Management held 160 shares of Grayscale Bitcoin Trust worth $7.28K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #461 holding.
Atlantic Edge Private Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Atlantic Edge Private Wealth Management's Grayscale Bitcoin Trust position peaked at $14.4K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.