Atlas Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Atlas Wealth Partners’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	$6.36M	Sell	139,612 -700	-0.5%	-$39K	6.94%	4
2026 Q1	$7.4M	Sell	140,312 -2,400	-2%	-$143K	7.61%	3
2025 Q4	$9.76M	Sell	142,712 -3,646	-2%	-$286K	10.72%	3
2025 Q3	$13.1M	Sell	146,358 -1,565	-1%	-$141K	13.41%	2
2025 Q2	$12.5M	Sell	147,923 -4,945	-3%	-$385K	14.48%	3
2025 Q1	$9.96M	Buy	152,868 +316	+0.2%	+$23.3K	12.28%	3
2024 Q4	$11.3M	Sell	152,552 -1,380	-0.9%	-$91K	14.29%	3
2024 Q3	$7.77M	Buy	+153,932	New	+$7.49M	11.85%	3

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

Atlas Wealth Partners's GBTC Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.5% in Q2 2026, selling an estimated $39K and leaving 139,612 shares worth $6.36M. The position accounts for 6.94% of the portfolio, ranked #4.

Atlas Wealth Partners first reported a position in GBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.1M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Atlas Wealth Partners held 139,612 shares of Grayscale Bitcoin Trust worth $6.36M as of Q2 2026.
Atlas Wealth Partners sold 700 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $39K.
Grayscale Bitcoin Trust made up 6.94% of Atlas Wealth Partners's portfolio in Q2 2026, its #4 holding.
Atlas Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Atlas Wealth Partners's Grayscale Bitcoin Trust position peaked at $13.1M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.