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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
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 $103B AUM 28.65% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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

Cherry Tree Wealth Management's GBTC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 206 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Cherry Tree Wealth Management first reported a position in GBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.1K in Q4 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Cherry Tree Wealth Management held 206 shares of Grayscale Bitcoin Trust worth $10.9K as of Q1 2026.
  • Cherry Tree Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #415 holding.
  • Cherry Tree Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Cherry Tree Wealth Management's Grayscale Bitcoin Trust position peaked at $14.1K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.