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

Benson 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 		$1.12M Sell
24,643
-2,114
-8% -$118K 1.13% 29
2026
Q1 		$1.41M Sell
26,757
-2,515
-9% -$150K 1.93% 16
2025
Q4 		$2M Buy
+29,272
New +$2.29M 2.23% 15

Other funds holding GBTC

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 40.91% 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

Benson Wealth Management's GBTC Position: Q2 2026 in Review

Benson Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 7.9% in Q2 2026, selling an estimated $118K and leaving 24,643 shares worth $1.12M. The position accounts for 1.13% of the portfolio, ranked #29.

Benson Wealth Management first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Benson Wealth Management held 24,643 shares of Grayscale Bitcoin Trust worth $1.12M as of Q2 2026.
  • Benson Wealth Management sold 2,114 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $118K.
  • Grayscale Bitcoin Trust made up 1.13% of Benson Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Benson Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Grayscale Bitcoin Trust position peaked at $2M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.