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 Q2	$11.4M	Sell	249,612 -9,122	-4%	-$509K	0.72%	39
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 $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

Beaumont Financial Advisors's GBTC Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 3.5% in Q2 2026, selling an estimated $509K and leaving 249,612 shares worth $11.4M. The position accounts for 0.72% of the portfolio, ranked #39.

Beaumont Financial Advisors first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.9M in Q4 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Beaumont Financial Advisors held 249,612 shares of Grayscale Bitcoin Trust worth $11.4M as of Q2 2026.
Beaumont Financial Advisors sold 9,122 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $509K.
Grayscale Bitcoin Trust made up 0.72% of Beaumont Financial Advisors's portfolio in Q2 2026, its #39 holding.
Beaumont Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Beaumont Financial Advisors's Grayscale Bitcoin Trust position peaked at $24.9M in Q4 2024.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.