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Atwood & Palmer’s Grayscale Bitcoin Trust GBTC Stock Holding History

Atwood & Palmer’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
Q3 		$63.7K Hold
986
– – ﹤0.01% 244
2026
Q2 		$44.9K Hold
986
– – ﹤0.01% 256
2026
Q1 		$52K Hold
986
– – ﹤0.01% 246
2025
Q4 		$67.4K Hold
986
– – ﹤0.01% 218
2025
Q3 		$88.5K Hold
986
– – 0.01% 203
2025
Q2 		$83.6K Hold
986
– – 0.01% 206
2025
Q1 		$64.3K Hold
986
– – ﹤0.01% 209
2024
Q4 		$73K Hold
986
– – 0.01% 200
2024
Q3 		$49.8K Sell
986
-106
-10% -$5.16K ﹤0.01% 225
2024
Q2 		$52.5K Buy
+1,092
New +$57.5K ﹤0.01% 220

Other funds holding GBTC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Atwood & Palmer's GBTC Position: Q3 2026 in Review

Atwood & Palmer held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 986 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Atwood & Palmer first reported a position in GBTC in Q2 2024 and has held it in 10 quarters since. The position peaked at $88.5K in Q3 2025. 31 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Atwood & Palmer held 986 shares of Grayscale Bitcoin Trust worth $63.7K as of Q3 2026.
  • Atwood & Palmer left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #244 holding.
  • Atwood & Palmer first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • Atwood & Palmer's Grayscale Bitcoin Trust position peaked at $88.5K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.