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Evercore Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Evercore Wealth Management’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 		$330K Hold
6,250
– – 0.01% 323
2025
Q4 		$427K Hold
6,250
– – 0.01% 307
2025
Q3 		$561K Hold
6,250
– – 0.01% 276
2025
Q2 		$530K Hold
6,250
– – 0.01% 276
2025
Q1 		$407K Hold
6,250
– – 0.01% 301
2024
Q4 		$463K Hold
6,250
– – 0.01% 285
2024
Q3 		$316K Sell
6,250
-669
-10% -$32.6K ﹤0.01% 336
2024
Q2 		$333K Hold
6,919
– – 0.01% 328
2024
Q1 		$395K Buy
+6,919
New +$304K 0.01% 308

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
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
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's GBTC Position: Q1 2026 in Review

Evercore Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 6,250 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #323.

Evercore Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $561K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Evercore Wealth Management held 6,250 shares of Grayscale Bitcoin Trust worth $330K as of Q1 2026.
  • Evercore Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #323 holding.
  • Evercore Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Evercore Wealth Management's Grayscale Bitcoin Trust position peaked at $561K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.