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Todd Wealth Management, LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Todd Wealth 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 		$613K Buy
13,462
+33
+0.2% +$1.84K 0.46% 46
2026
Q1 		$709K Buy
13,429
+10,365
+338% +$617K 0.64% 42
2025
Q4 		$209K Buy
+3,064
New +$240K 0.19% 92

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MRI
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ECM
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Jane Street
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Todd Wealth Management, LLC's GBTC Position: Q2 2026 in Review

Todd Wealth Management, LLC increased its Grayscale Bitcoin Trust (GBTC) stake by 0.25% in Q2 2026, buying an estimated $1.84K and bringing the position to 13,462 shares worth $613K. The position accounts for 0.46% of the portfolio, ranked #46.

Todd Wealth Management, LLC first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $709K in Q1 2026. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Todd Wealth Management, LLC held 13,462 shares of Grayscale Bitcoin Trust worth $613K as of Q2 2026.
  • Todd Wealth Management, LLC bought 33 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.84K.
  • Grayscale Bitcoin Trust made up 0.46% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #46 holding.
  • Todd Wealth Management, LLC first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's Grayscale Bitcoin Trust position peaked at $709K in Q1 2026.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.