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Golden State Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Golden State 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 		$34K Sell
746
-174
-19% -$9.7K ﹤0.01% 819
2026
Q1 		$48.5K Sell
920
-60
-6% -$3.57K 0.01% 690
2025
Q4 		$67K Sell
980
-200
-17% -$15.7K 0.01% 618
2025
Q3 		$106K Hold
1,180
– – 0.01% 495
2025
Q2 		$100K Hold
1,180
– – 0.01% 480
2025
Q1 		$76.9K Sell
1,180
-60
-5% -$4.42K 0.01% 507
2024
Q4 		$91.8K Buy
+1,240
New +$81.7K 0.01% 447

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Golden State Wealth Management's GBTC Position: Q2 2026 in Review

Golden State Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 19% in Q2 2026, selling an estimated $9.7K and leaving 746 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Golden State Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Golden State Wealth Management held 746 shares of Grayscale Bitcoin Trust worth $34K as of Q2 2026.
  • Golden State Wealth Management sold 174 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $9.7K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #819 holding.
  • Golden State Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Grayscale Bitcoin Trust position peaked at $106K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.