Correct Capital Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Correct Capital 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	–	Sell	-3,721	Closed	-$254K	–	112
2025 Q4	$254K	Sell	3,721 -879	-19%	-$68.9K	0.05%	103
2025 Q3	$413K	Hold	4,600	–	–	0.07%	91
2025 Q2	$390K	Hold	4,600	–	–	0.06%	91
2025 Q1	$300K	Hold	4,600	–	–	0.05%	94
2024 Q4	$340K	Hold	4,600	–	–	0.07%	93
2024 Q3	$232K	Sell	4,600 -26,044	-85%	-$1.27M	0.05%	108
2024 Q2	$1.47M	Sell	30,644 -305,242	-91%	-$16.1M	0.34%	33
2024 Q1	$19.2M	Buy	+335,886	New	+$14.8M	4.42%	7

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 $104B AUM 28.3% 1-Year Est. Return

GWM

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

MSRH LLC New York $113M AUM

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

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

Correct Capital Wealth Management's GBTC Position: Q1 2026 in Review

Correct Capital Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,721 shares — an estimated $254K sold.

Correct Capital Wealth Management first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $19.2M in Q1 2024. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Correct Capital Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
Correct Capital Wealth Management sold 3,721 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $254K.
Correct Capital Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
Correct Capital Wealth Management's Grayscale Bitcoin Trust position peaked at $19.2M in Q1 2024.
653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

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