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 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	$253K	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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Graybill Wealth Management's GBTC Position: Q2 2026 in Review

Graybill Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 5,000 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #79.

Graybill Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $449K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Graybill Wealth Management held 5,000 shares of Grayscale Bitcoin Trust worth $228K as of Q2 2026.
Graybill Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.06% of Graybill Wealth Management's portfolio in Q2 2026, its #79 holding.
Graybill Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Graybill Wealth Management's Grayscale Bitcoin Trust position peaked at $449K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.