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

BCS 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 		– Sell
-7,514
Closed -$514K – 291
2025
Q4 		$514K Buy
7,514
+3,757
+100% +$294K 0.05% 220
2025
Q3 		$337K Sell
3,757
-5,394
-59% -$485K 0.08% 185
2025
Q2 		$776K Buy
9,151
+110
+1% +$8.55K 0.17% 122
2025
Q1 		$589K Hold
9,041
– – 0.15% 131
2024
Q4 		$669K Buy
+9,041
New +$596K 0.17% 116
2024
Q2 		– Sell
-10,180
Closed -$581K – 175
2024
Q1 		$581K Buy
+10,180
New +$448K 0.19% 118

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

BCS Wealth Management's GBTC Position: Q1 2026 in Review

BCS Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 7,514 shares — an estimated $514K sold.

BCS Wealth Management first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $776K in Q2 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • BCS Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 7,514 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $514K.
  • BCS Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • BCS Wealth Management's Grayscale Bitcoin Trust position peaked at $776K in Q2 2025.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.