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

HB 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
Q1 		– Sell
-7,195
Closed -$492K – 1571
2025
Q4 		$492K Buy
7,195
+591
+9% +$46.3K ﹤0.01% 912
2025
Q3 		$593K Buy
6,604
+9
+0.1% +$810 ﹤0.01% 790
2025
Q2 		$559K Sell
6,595
-576
-8% -$44.8K ﹤0.01% 699
2025
Q1 		$467K Sell
7,171
-5,459
-43% -$402K ﹤0.01% 787
2024
Q4 		$935K Sell
12,630
-201
-2% -$13.3K 0.01% 423
2024
Q3 		$648K Buy
12,831
+941
+8% +$45.8K 0.01% 503
2024
Q2 		$572K Buy
+11,890
New +$626K 0.01% 505

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

HB Wealth Management's GBTC Position: Q1 2026 in Review

HB Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 7,195 shares — an estimated $492K sold.

HB Wealth Management first reported a position in GBTC in Q2 2024 and held it in 7 quarters. The position peaked at $935K in Q4 2024. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • HB Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 7,195 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $492K.
  • HB Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 7 quarters.
  • HB Wealth Management's Grayscale Bitcoin Trust position peaked at $935K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.