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EPIQ Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

EPIQ 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
Q3 		$12.9K Sell
200
-200
-50% -$11K 0.01% 99
2026
Q2 		$18.2K Buy
+400
New +$22.3K 0.01% 98

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

EPIQ Partners's GBTC Position: Q3 2026 in Review

EPIQ Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 16% in Q3 2026, selling an estimated $132K and leaving 12,723 shares worth $822K. The position accounts for 0.35% of the portfolio, ranked #49.

EPIQ Partners first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.74M in Q1 2024. 101 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • EPIQ Partners held 12,723 shares of Grayscale Bitcoin Trust worth $822K as of Q3 2026.
  • EPIQ Partners sold 2,400 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $132K.
  • Grayscale Bitcoin Trust made up 0.35% of EPIQ Partners's portfolio in Q3 2026, its #49 holding.
  • EPIQ Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • EPIQ Partners's Grayscale Bitcoin Trust position peaked at $3.74M in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.