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

HRC 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	$241K	Hold	5,293	–	–	0.1%	54
2026 Q1	$279K	Sell	5,293 -1,431	-21%	-$85.2K	0.13%	49
2025 Q4	$460K	Hold	6,724	–	–	0.22%	38
2025 Q3	$604K	Buy	6,724 +1,349	+25%	+$121K	0.29%	32
2025 Q2	$456K	Buy	5,375 +706	+15%	+$54.9K	0.24%	33
2025 Q1	$304K	Sell	4,669 -13	-0.3%	-$958	0.19%	41
2024 Q4	$347K	Hold	4,682	–	–	0.21%	35
2024 Q3	$236K	Sell	4,682 -501	-10%	-$24.4K	0.15%	39
2024 Q2	$249K	Hold	5,183	–	–	0.17%	37
2024 Q1	$296K	Buy	+5,183	New	+$228K	0.22%	31

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

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

HRC Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 5,293 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #54.

HRC Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $604K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

HRC Wealth Management held 5,293 shares of Grayscale Bitcoin Trust worth $241K as of Q2 2026.
HRC Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.1% of HRC Wealth Management's portfolio in Q2 2026, its #54 holding.
HRC Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
HRC Wealth Management's Grayscale Bitcoin Trust position peaked at $604K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.