Evergreen Capital Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Evergreen Capital 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	$374K	Hold	8,225	–	–	0.01%	1078
2026 Q1	$434K	Hold	8,225	–	–	0.01%	880
2025 Q4	$562K	Hold	8,225	–	–	0.01%	679
2025 Q3	$738K	Sell	8,225 -2,500	-23%	-$225K	0.02%	488
2025 Q2	$910K	Buy	10,725 +2,500	+30%	+$194K	0.03%	384
2025 Q1	$536K	Hold	8,225	–	–	0.02%	479
2024 Q4	$609K	Buy	8,225 +700	+9%	+$46.1K	0.02%	446
2024 Q3	$380K	Sell	7,525 -805	-10%	-$39.2K	0.01%	618
2024 Q2	$401K	Hold	8,330	–	–	0.01%	534
2024 Q1	$475K	Buy	+8,330	New	+$367K	0.02%	465

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Evergreen Capital Management's GBTC Position: Q2 2026 in Review

Evergreen Capital Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 8,225 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #1078.

Evergreen Capital Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $910K in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Evergreen Capital Management held 8,225 shares of Grayscale Bitcoin Trust worth $374K as of Q2 2026.
Evergreen Capital Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1078 holding.
Evergreen Capital Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Evergreen Capital Management's Grayscale Bitcoin Trust position peaked at $910K in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.