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Evolution Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Evolution Wealth Advisors’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 		$1.05M Hold
19,881
– – 0.11% 73
2025
Q4 		$1.36M Buy
+19,881
New +$1.56M 0.14% 59

Other funds holding GBTC

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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

Evolution Wealth Advisors's GBTC Position: Q1 2026 in Review

Evolution Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 19,881 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #73.

Evolution Wealth Advisors first reported a position in GBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.36M in Q4 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Evolution Wealth Advisors held 19,881 shares of Grayscale Bitcoin Trust worth $1.05M as of Q1 2026.
  • Evolution Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
  • Grayscale Bitcoin Trust made up 0.11% of Evolution Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • Evolution Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Advisors's Grayscale Bitcoin Trust position peaked at $1.36M in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.