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

Graybill 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 Q3	$323K	Hold	5,000	–	–	0.09%	74
2026 Q2	$228K	Hold	5,000	–	–	0.06%	79
2026 Q1	$264K	Hold	5,000	–	–	0.08%	77
2025 Q4	$342K	Hold	5,000	–	–	0.1%	71
2025 Q3	$449K	Hold	5,000	–	–	0.14%	65
2025 Q2	$424K	Hold	5,000	–	–	0.14%	64
2025 Q1	$326K	Buy	+5,000	New	+$369K	0.11%	70
2024 Q3	$252K	Sell	5,000 -535	-10%	-$26K	0.09%	55
2024 Q2	$266K	Hold	5,535	–	–	0.11%	55
2024 Q1	$316K	Buy	+5,535	New	+$244K	0.13%	51

Other funds holding GBTC

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Graybill Wealth Management's GBTC Position: Q3 2026 in Review

Graybill Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 5,000 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #74.

Graybill Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $449K in Q3 2025. 591 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Graybill Wealth Management held 5,000 shares of Grayscale Bitcoin Trust worth $323K as of Q3 2026.
Graybill Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
Grayscale Bitcoin Trust made up 0.09% of Graybill Wealth Management's portfolio in Q3 2026, its #74 holding.
Graybill Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Graybill Wealth Management's Grayscale Bitcoin Trust position peaked at $449K in Q3 2025.
591 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Graybill Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.