Chevy Chase Trust’s Grayscale Bitcoin Trust GBTC Stock Holding History

Chevy Chase Trust’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 Q3	$657K	Sell	10,170 -12	-0.1%	-$661	﹤0.01%	596
2026 Q2	$463K	Hold	10,182	–	–	﹤0.01%	606
2026 Q1	$537K	Hold	10,182	–	–	﹤0.01%	597
2025 Q4	$696K	Sell	10,182 -4	-0%	-$313	﹤0.01%	591
2025 Q3	$914K	Hold	10,186	–	–	﹤0.01%	574
2025 Q2	$864K	Hold	10,186	–	–	﹤0.01%	578
2025 Q1	$664K	Hold	10,186	–	–	﹤0.01%	586
2024 Q4	$754K	Hold	10,186	–	–	﹤0.01%	585
2024 Q3	$514K	Sell	10,186 -1,090	-10%	-$53.1K	﹤0.01%	583
2024 Q2	$542K	Hold	11,276	–	–	﹤0.01%	575
2024 Q1	$643K	Buy	+11,276	New	+$496K	﹤0.01%	570

Other funds holding GBTC

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Chevy Chase Trust's GBTC Position: Q3 2026 in Review

Chevy Chase Trust reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.12% in Q3 2026, selling an estimated $661 and leaving 10,170 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Chevy Chase Trust first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $914K in Q3 2025. 591 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Chevy Chase Trust held 10,170 shares of Grayscale Bitcoin Trust worth $657K as of Q3 2026.
Chevy Chase Trust sold 12 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $661.
Grayscale Bitcoin Trust made up ﹤0.01% of Chevy Chase Trust's portfolio in Q3 2026, its #596 holding.
Chevy Chase Trust first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Chevy Chase Trust's Grayscale Bitcoin Trust position peaked at $914K in Q3 2025.
591 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Chevy Chase Trust's 13F filing for Q3 2026, filed 13 Nov 2026.