Beaumont Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Beaumont Financial Advisors’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	$13.7M	Sell	258,734 -12,733	-5%	-$758K	0.94%	33
2025 Q4	$18.6M	Sell	271,467 -2,901	-1%	-$227K	1.22%	28
2025 Q3	$24.6M	Sell	274,368 -11,593	-4%	-$1.04M	1.65%	17
2025 Q2	$24.3M	Sell	285,961 -12,084	-4%	-$940K	1.76%	17
2025 Q1	$19.4M	Sell	298,045 -37,890	-11%	-$2.79M	1.52%	22
2024 Q4	$24.9M	Sell	335,935 -26,237	-7%	-$1.73M	1.87%	16
2024 Q3	$18.3M	Sell	362,172 -40,262	-10%	-$1.96M	1.43%	25
2024 Q2	$19.4M	Buy	+402,434	New	+$21.2M	1.55%	21

Other funds holding GBTC

HKAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GWM

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

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

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

Beaumont Financial Advisors's GBTC Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 4.7% in Q1 2026, selling an estimated $758K and leaving 258,734 shares worth $13.7M. The position accounts for 0.94% of the portfolio, ranked #33.

Beaumont Financial Advisors first reported a position in GBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $24.9M in Q4 2024. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Beaumont Financial Advisors held 258,734 shares of Grayscale Bitcoin Trust worth $13.7M as of Q1 2026.
Beaumont Financial Advisors sold 12,733 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $758K.
Grayscale Bitcoin Trust made up 0.94% of Beaumont Financial Advisors's portfolio in Q1 2026, its #33 holding.
Beaumont Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
Beaumont Financial Advisors's Grayscale Bitcoin Trust position peaked at $24.9M in Q4 2024.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.