Bartlett & Co Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bartlett & Co 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 Q1	$25.8K	Hold	415	–	–	﹤0.01%	784
2025 Q4	$28.4K	Hold	415	–	–	﹤0.01%	756
2025 Q3	$37.3K	Hold	415	–	–	﹤0.01%	721
2025 Q2	$35.2K	Hold	415	–	–	﹤0.01%	718
2025 Q1	$27K	Hold	415	–	–	﹤0.01%	768
2024 Q4	$30.7K	Hold	415	–	–	﹤0.01%	733
2024 Q3	$21K	Sell	415 -44	-10%	-$2.14K	﹤0.01%	810
2024 Q2	$22.1K	Hold	459	–	–	﹤0.01%	802
2024 Q1	$26.2K	Buy	+459	New	+$20.2K	﹤0.01%	777

Other funds holding GBTC

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return