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Cherry Tree Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cherry Tree 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 		$9.38K Hold
206
– – ﹤0.01% 447
2026
Q1 		$10.9K Hold
206
– – ﹤0.01% 415
2025
Q4 		$14.1K Buy
206
+57
+38% +$4.47K ﹤0.01% 387
2025
Q3 		$13.4K Hold
149
– – ﹤0.01% 377
2025
Q2 		$12.6K Buy
149
+58
+64% +$4.51K ﹤0.01% 382
2025
Q1 		$5.93K Buy
+91
New +$6.71K ﹤0.01% 506

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
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 40.89% 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

Cherry Tree Wealth Management's GBTC Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 206 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Cherry Tree Wealth Management first reported a position in GBTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.1K in Q4 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Cherry Tree Wealth Management held 206 shares of Grayscale Bitcoin Trust worth $9.38K as of Q2 2026.
  • Cherry Tree Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Cherry Tree Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Cherry Tree Wealth Management's Grayscale Bitcoin Trust position peaked at $14.1K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.