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Evolve Private Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Evolve Private Wealth’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
-6,536
Closed -$345K – 1092
2026
Q1 		$345K Buy
6,536
+270
+4% +$16.1K 0.02% 720
2025
Q4 		$428K Buy
+6,266
New +$491K 0.03% 591

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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

Evolve Private Wealth's GBTC Position: Q2 2026 in Review

Evolve Private Wealth sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 6,536 shares — an estimated $345K sold.

Evolve Private Wealth first reported a position in GBTC in Q4 2025 and held it in 2 quarters. The position peaked at $428K in Q4 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Evolve Private Wealth reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 6,536 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $345K.
  • Evolve Private Wealth first reported a position in Grayscale Bitcoin Trust in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Grayscale Bitcoin Trust position peaked at $428K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.