COMPASS FINANCIAL MANAGEMENT LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$114K	Buy	+2,290	New	+$128K	0.01%	531

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GBTC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 2,290 shares worth $114K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings.

488 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,290 shares of Grayscale Bitcoin Trust worth $114K as of Q2 2026.
Grayscale Bitcoin Trust was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Grayscale Bitcoin Trust made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #531 holding.
488 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.