Axxcess Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Axxcess 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	$573K	Sell	12,597 -4,923	-28%	-$275K	0.01%	682
2026 Q1	$924K	Buy	17,520 +6,515	+59%	+$388K	0.03%	246
2025 Q4	$752K	Buy	11,005 +3,134	+40%	+$246K	0.01%	575
2025 Q3	$707K	Hold	7,871	–	–	0.01%	535
2025 Q2	$668K	Buy	7,871 +118	+2%	+$9.18K	0.02%	523
2025 Q1	$505K	Hold	7,753	–	–	0.01%	549
2024 Q4	$574K	Sell	7,753 -15	-0.2%	-$989	0.01%	514
2024 Q3	$392K	Sell	7,768 -1,359	-15%	-$66.1K	0.01%	608
2024 Q2	$439K	Sell	9,127 -5,941	-39%	-$313K	0.01%	552
2024 Q1	$860K	Buy	+15,068	New	+$663K	0.02%	406

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 $103B AUM 28.65% 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 40.91% 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

Axxcess Wealth Management's GBTC Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 28% in Q2 2026, selling an estimated $275K and leaving 12,597 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #682.

Axxcess Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $924K in Q1 2026. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Axxcess Wealth Management held 12,597 shares of Grayscale Bitcoin Trust worth $573K as of Q2 2026.
Axxcess Wealth Management sold 4,923 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $275K.
Grayscale Bitcoin Trust made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #682 holding.
Axxcess Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Axxcess Wealth Management's Grayscale Bitcoin Trust position peaked at $924K in Q1 2026.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.