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

Greenline 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 		$277K Sell
6,083
-30
-0.5% -$1.67K 0.23% 89
2026
Q1 		$323K Hold
6,113
– – 0.37% 64
2025
Q4 		$418K Buy
+6,113
New +$479K 0.43% 48

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HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 40.91% 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

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

Greenline Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.49% in Q2 2026, selling an estimated $1.67K and leaving 6,083 shares worth $277K. The position accounts for 0.23% of the portfolio, ranked #89.

Greenline Wealth Management first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $418K in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Greenline Wealth Management held 6,083 shares of Grayscale Bitcoin Trust worth $277K as of Q2 2026.
  • Greenline Wealth Management sold 30 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.67K.
  • Grayscale Bitcoin Trust made up 0.23% of Greenline Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Greenline Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Greenline Wealth Management's Grayscale Bitcoin Trust position peaked at $418K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.