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Crestwood Advisors Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Crestwood Advisors Group’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
-2,950
Closed -$202K – 786
2025
Q4 		$202K Hold
2,950
– – ﹤0.01% 671
2025
Q3 		$265K Hold
2,950
– – ﹤0.01% 491
2025
Q2 		$250K Buy
+2,950
New +$229K ﹤0.01% 482

Other funds holding GBTC

HKAM
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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

Crestwood Advisors Group's GBTC Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 2,950 shares — an estimated $202K sold.

Crestwood Advisors Group first reported a position in GBTC in Q2 2025 and held it in 3 quarters. The position peaked at $265K in Q3 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Crestwood Advisors Group reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,950 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $202K.
  • Crestwood Advisors Group first reported a position in Grayscale Bitcoin Trust in Q2 2025 and held it in 3 quarters.
  • Crestwood Advisors Group's Grayscale Bitcoin Trust position peaked at $265K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.