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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
Q2 		$18.9K Hold
415
– – ﹤0.01% 898
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

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bartlett & Co Wealth Management's GBTC Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 415 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Bartlett & Co Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.3K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Bartlett & Co Wealth Management held 415 shares of Grayscale Bitcoin Trust worth $18.9K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #898 holding.
  • Bartlett & Co Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Bartlett & Co Wealth Management's Grayscale Bitcoin Trust position peaked at $37.3K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.