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Hartmann Taylor Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Hartmann Taylor 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 		$589K Hold
11,155
– – 0.39% 35
2026
Q1 		$589K Sell
11,155
-2,300
-17% -$137K 0.39% 35
2025
Q4 		$920K Buy
13,455
+11,000
+448% +$862K 0.62% 29
2025
Q3 		$220K Hold
2,455
– – 0.16% 49
2025
Q2 		$208K Buy
+2,455
New +$191K 0.17% 51

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

Hartmann Taylor Wealth Management's GBTC Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 11,155 shares worth $589K. The position accounts for 0.39% of the portfolio, ranked #35.

Hartmann Taylor Wealth Management first reported a position in GBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $920K in Q4 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Hartmann Taylor Wealth Management held 11,155 shares of Grayscale Bitcoin Trust worth $589K as of Q2 2026.
  • Hartmann Taylor Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.39% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Hartmann Taylor Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Grayscale Bitcoin Trust position peaked at $920K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.