Beaird Harris Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Beaird Harris 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	$251K	Hold	5,523	–	–	0.02%	127
2026 Q1	$291K	Sell	5,523 -2,338	-30%	-$139K	0.02%	115
2025 Q4	$537K	Hold	7,861	–	–	0.04%	87
2025 Q3	$706K	Hold	7,861	–	–	0.05%	81
2025 Q2	$667K	Buy	7,861 +100	+1%	+$7.78K	0.05%	79
2025 Q1	$506K	Sell	7,761 -3,018	-28%	-$222K	0.04%	81
2024 Q4	$798K	Hold	10,779	–	–	0.07%	68
2024 Q3	$544K	Sell	10,779 -5,432	-34%	-$264K	0.05%	82
2024 Q2	$780K	Sell	16,211 -1,648	-9%	-$86.8K	0.07%	64
2024 Q1	$1.02M	Buy	+17,859	New	+$786K	0.1%	52

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 $104B AUM 28.3% 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 40.89% 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

Beaird Harris Wealth Management's GBTC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 5,523 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #127.

Beaird Harris Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Beaird Harris Wealth Management held 5,523 shares of Grayscale Bitcoin Trust worth $251K as of Q2 2026.
Beaird Harris Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #127 holding.
Beaird Harris Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Beaird Harris Wealth Management's Grayscale Bitcoin Trust position peaked at $1.02M in Q1 2024.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.