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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
Q2 		$285K Hold
6,250
– – ﹤0.01% 344
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 $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Evercore Wealth Management's GBTC Position: Q2 2026 in Review

Evercore Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,250 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Evercore Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $561K in Q3 2025. 598 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Evercore Wealth Management held 6,250 shares of Grayscale Bitcoin Trust worth $285K as of Q2 2026.
  • Evercore Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Evercore Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Evercore Wealth Management's Grayscale Bitcoin Trust position peaked at $561K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.