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DiNuzzo Private Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

DiNuzzo Private Wealth’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 		$3.23K Hold
50
– – ﹤0.01% 518
2026
Q2 		$2.28K Hold
50
– – ﹤0.01% 629
2026
Q1 		$2.64K Hold
50
– – ﹤0.01% 550
2025
Q4 		$3.42K Hold
50
– – ﹤0.01% 465
2025
Q3 		$4.25K Hold
50
– – ﹤0.01% 406
2025
Q2 		$4.24K Hold
50
– – ﹤0.01% 409
2025
Q1 		$3.26K Buy
50
+10
+25% +$737 ﹤0.01% 443
2024
Q4 		$2.96K Buy
40
+20
+100% +$1.32K ﹤0.01% 475
2024
Q3 		$1.01K Buy
+20
New +$973 ﹤0.01% 852

Other funds holding GBTC

SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $171M AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

DiNuzzo Private Wealth's GBTC Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 50 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

DiNuzzo Private Wealth first reported a position in GBTC in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.25K in Q3 2025. 104 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • DiNuzzo Private Wealth held 50 shares of Grayscale Bitcoin Trust worth $3.23K as of Q3 2026.
  • DiNuzzo Private Wealth left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #518 holding.
  • DiNuzzo Private Wealth first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
  • DiNuzzo Private Wealth's Grayscale Bitcoin Trust position peaked at $4.25K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.