Curran Financial Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Curran Financial Partners’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	$742K	Sell	14,069 -505	-3%	-$30.1K	0.13%	74
2025 Q4	$996K	Sell	14,574 -664	-4%	-$52K	0.19%	67
2025 Q3	$1.37M	Buy	15,238 +80	+0.5%	+$7.2K	0.27%	53
2025 Q2	$1.29M	Hold	15,158	–	–	0.28%	55
2025 Q1	$988K	Hold	15,158	–	–	0.24%	49
2024 Q4	$1.12M	Sell	15,158 -598	-4%	-$39.4K	0.29%	47
2024 Q3	$796K	Sell	15,756 -2,429	-13%	-$118K	0.23%	55
2024 Q2	$875K	Sell	18,185 -777	-4%	-$40.9K	0.29%	50
2024 Q1	$1.08M	Buy	+18,962	New	+$834K	0.38%	47

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Curran Financial Partners's GBTC Position: Q1 2026 in Review

Curran Financial Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 3.5% in Q1 2026, selling an estimated $30.1K and leaving 14,069 shares worth $742K. The position accounts for 0.13% of the portfolio, ranked #74.

Curran Financial Partners first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Curran Financial Partners held 14,069 shares of Grayscale Bitcoin Trust worth $742K as of Q1 2026.
Curran Financial Partners sold 505 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $30.1K.
Grayscale Bitcoin Trust made up 0.13% of Curran Financial Partners's portfolio in Q1 2026, its #74 holding.
Curran Financial Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Curran Financial Partners's Grayscale Bitcoin Trust position peaked at $1.37M in Q3 2025.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.