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HHM Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

HHM Wealth Advisors’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 		$65.7K Hold
1,444
– – 0.01% 346
2026
Q1 		$76.2K Sell
1,444
-1,700
-54% -$101K 0.01% 313
2025
Q4 		$215K Hold
3,144
– – 0.03% 188
2025
Q3 		$282K Hold
3,144
– – 0.03% 168
2025
Q2 		$267K Buy
3,144
+944
+43% +$73.4K 0.03% 170
2025
Q1 		$143K Buy
2,200
+1,700
+340% +$125K 0.02% 226
2024
Q4 		$37K Sell
500
-3,240
-87% -$214K 0.01% 404
2024
Q3 		$189K Sell
3,740
-400
-10% -$19.5K 0.03% 174
2024
Q2 		$199K Buy
4,140
+553
+15% +$29.1K 0.03% 172
2024
Q1 		$205K Buy
+3,587
New +$158K 0.03% 145

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

HHM Wealth Advisors's GBTC Position: Q2 2026 in Review

HHM Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,444 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #346.

HHM Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $282K in Q3 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • HHM Wealth Advisors held 1,444 shares of Grayscale Bitcoin Trust worth $65.7K as of Q2 2026.
  • HHM Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #346 holding.
  • HHM Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • HHM Wealth Advisors's Grayscale Bitcoin Trust position peaked at $282K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.