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

Finer 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 Q1	$1.15M	Sell	21,771 -6,100	-22%	-$363K	0.58%	40
2025 Q4	$1.91M	Sell	27,871 -781	-3%	-$61.2K	0.92%	27
2025 Q3	$2.57M	Hold	28,652	–	–	1.28%	26
2025 Q2	$2.43M	Sell	28,652 -362	-1%	-$28.1K	1.3%	23
2025 Q1	$1.89M	Sell	29,014 -1,554	-5%	-$115K	1.13%	27
2024 Q4	$2.26M	Buy	30,568 +15,657	+105%	+$1.03M	1.3%	23
2024 Q3	$753K	Sell	14,911 -6,089	-29%	-$296K	0.46%	43
2024 Q2	$1.01M	Sell	21,000 -56	-0.3%	-$2.95K	0.65%	34
2024 Q1	$1.2M	Buy	+21,056	New	+$927K	0.79%	34

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MSRH LLC New York $113M AUM

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Finer Wealth Management's GBTC Position: Q1 2026 in Review

Finer Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 22% in Q1 2026, selling an estimated $363K and leaving 21,771 shares worth $1.15M. The position accounts for 0.58% of the portfolio, ranked #40.

Finer Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Finer Wealth Management held 21,771 shares of Grayscale Bitcoin Trust worth $1.15M as of Q1 2026.
Finer Wealth Management sold 6,100 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $363K.
Grayscale Bitcoin Trust made up 0.58% of Finer Wealth Management's portfolio in Q1 2026, its #40 holding.
Finer Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Finer Wealth Management's Grayscale Bitcoin Trust position peaked at $2.57M in Q3 2025.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.