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Blue Rock Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Blue Rock 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
Q3 		$240K Buy
+3,719
New +$205K 0.14% 91
2026
Q1 		– Sell
-3,365
Closed -$230K – 107
2025
Q4 		$230K Buy
3,365
+87
+3% +$6.82K 0.14% 89
2025
Q3 		$294K Buy
3,278
+246
+8% +$22.1K 0.18% 82
2025
Q2 		$257K Sell
3,032
-254
-8% -$19.8K 0.18% 84
2025
Q1 		$214K Sell
3,286
-208
-6% -$15.3K 0.18% 92
2024
Q4 		$259K Buy
+3,494
New +$230K 0.27% 56

Other funds holding GBTC

SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $171M AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Blue Rock Wealth Management's GBTC Position: Q3 2026 in Review

Blue Rock Wealth Management opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 3,719 shares worth $240K. The stake represents 0.14% of the portfolio and ranks #91 among its holdings. This is a return to the name: Blue Rock Wealth Management previously reported a position in GBTC as recently as Q4 2025.

Blue Rock Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $294K in Q3 2025. 87 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Blue Rock Wealth Management held 3,719 shares of Grayscale Bitcoin Trust worth $240K as of Q3 2026.
  • Grayscale Bitcoin Trust was a new Blue Rock Wealth Management position in Q3 2026.
  • Grayscale Bitcoin Trust made up 0.14% of Blue Rock Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Blue Rock Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Grayscale Bitcoin Trust position peaked at $294K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Blue Rock Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.