Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.06M Buy
20,059
+3,860
+24% +$230K ﹤0.01% 1501
2025
Q4 		$1.11M Buy
16,199
+3,628
+29% +$284K ﹤0.01% 1437
2025
Q3 		$1.13M Buy
12,571
+6,802
+118% +$612K ﹤0.01% 1340
2025
Q2 		$489K Buy
5,769
+957
+20% +$74.4K ﹤0.01% 1601
2025
Q1 		$314K Buy
4,812
+599
+14% +$44.1K ﹤0.01% 1642
2024
Q4 		$312K Buy
4,213
+1,431
+51% +$94.3K ﹤0.01% 1570
2024
Q3 		$140K Buy
2,782
+1,915
+221% +$93.2K ﹤0.01% 1975
2024
Q2 		$42K Buy
+867
New +$45.7K ﹤0.01% 2594

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GBTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Grayscale Bitcoin Trust (GBTC) stake by 24% in Q1 2026, buying an estimated $230K and bringing the position to 20,059 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Carson Wealth (CWM LLC) first reported a position in GBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,059 shares of Grayscale Bitcoin Trust worth $1.06M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,860 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $230K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1501 holding.
  • Carson Wealth (CWM LLC) first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Grayscale Bitcoin Trust position peaked at $1.13M in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.