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

Bullock 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	$76.4K	Hold	1,642	–	–	0.03%	242
2026 Q1	$87.1K	Buy	1,642 +1,142	+228%	+$68K	0.04%	224
2025 Q4	$34.2K	Buy	500 +22	+5%	+$1.72K	0.02%	296
2025 Q3	$44.1K	Buy	478 +6	+1%	+$540	0.02%	279
2025 Q2	$39.2K	Sell	472 -50	-10%	-$3.89K	0.02%	261
2025 Q1	$35.1K	Buy	522 +348	+200%	+$25.6K	0.02%	269
2024 Q4	$12.9K	Hold	174	–	–	0.01%	365
2024 Q3	$8.55K	Sell	174 -19	-10%	-$925	0.01%	387
2024 Q2	$9.76K	Sell	193 -97	-33%	-$5.11K	0.01%	358
2024 Q1	$16.3K	Buy	+290	New	+$12.8K	0.01%	316

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

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

Bullock Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,642 shares worth $76.4K. The position accounts for 0.03% of the portfolio, ranked #242.

Bullock Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $87.1K in Q1 2026. 602 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Bullock Wealth Management held 1,642 shares of Grayscale Bitcoin Trust worth $76.4K as of Q2 2026.
Bullock Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #242 holding.
Bullock Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Grayscale Bitcoin Trust position peaked at $87.1K in Q1 2026.
602 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.