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

Cherrydale 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 		$616K Hold
13,531
– – 0.16% 41
2026
Q1 		$714K Hold
13,531
– – 0.22% 35
2025
Q4 		$925K Hold
13,531
– – 0.28% 31
2025
Q3 		$1.21M Hold
13,531
– – 0.38% 30
2025
Q2 		$1.15M Hold
13,531
– – 0.4% 28
2025
Q1 		$882K Hold
13,531
– – 0.35% 27
2024
Q4 		$1M Hold
13,531
– – 0.39% 25
2024
Q3 		$683K Sell
13,531
-1,448
-10% -$70.5K 0.28% 31
2024
Q2 		$720K Buy
+14,979
New +$789K 0.32% 26

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
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 40.91% 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

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

Cherrydale Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 13,531 shares worth $616K. The position accounts for 0.16% of the portfolio, ranked #41.

Cherrydale Wealth Management first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Cherrydale Wealth Management held 13,531 shares of Grayscale Bitcoin Trust worth $616K as of Q2 2026.
  • Cherrydale Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.16% of Cherrydale Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Cherrydale Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Cherrydale Wealth Management's Grayscale Bitcoin Trust position peaked at $1.21M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.