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Avalon Trust’s Grayscale Bitcoin Trust GBTC Stock Holding History

Avalon Trust’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 		$141K Sell
2,670
-640
-19% -$38.1K 0.01% 182
2025
Q4 		$226K Hold
3,310
– – 0.01% 140
2025
Q3 		$297K Buy
+3,310
New +$298K 0.02% 131

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Avalon Trust's GBTC Position: Q1 2026 in Review

Avalon Trust reduced its Grayscale Bitcoin Trust (GBTC) stake by 19% in Q1 2026, selling an estimated $38.1K and leaving 2,670 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #182.

Avalon Trust first reported a position in GBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $297K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Avalon Trust held 2,670 shares of Grayscale Bitcoin Trust worth $141K as of Q1 2026.
  • Avalon Trust sold 640 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $38.1K.
  • Grayscale Bitcoin Trust made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #182 holding.
  • Avalon Trust first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Avalon Trust's Grayscale Bitcoin Trust position peaked at $297K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.