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

Evermay 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 		– Sell
-166
Closed -$8.76K – 662
2026
Q1 		$8.76K Hold
166
– – ﹤0.01% 472
2025
Q4 		$11.3K Sell
166
-64
-28% -$5.02K ﹤0.01% 434
2025
Q3 		$20.6K Hold
230
– – ﹤0.01% 391
2025
Q2 		$19.5K Hold
230
– – ﹤0.01% 391
2025
Q1 		$15K Hold
230
– – ﹤0.01% 409
2024
Q4 		$17K Buy
230
+64
+39% +$4.22K ﹤0.01% 391
2024
Q3 		$8.38K Sell
166
-18
-10% -$876 ﹤0.01% 471
2024
Q2 		$8.84K Hold
184
– – ﹤0.01% 464
2024
Q1 		$10.5K Buy
+184
New +$8.1K ﹤0.01% 462

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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

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

Evermay Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 166 shares — an estimated $8.76K sold.

Evermay Wealth Management first reported a position in GBTC in Q1 2024 and held it in 9 quarters. The position peaked at $20.6K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Evermay Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 166 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $8.76K.
  • Evermay Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 9 quarters.
  • Evermay Wealth Management's Grayscale Bitcoin Trust position peaked at $20.6K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.