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Journey Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Journey Advisory Group’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
-4,575
Closed -$313K – 252
2025
Q4 		$313K Buy
4,575
+27
+0.6% +$2.12K 0.03% 223
2025
Q3 		$408K Hold
4,548
– – 0.03% 214
2025
Q2 		$386K Sell
4,548
-330
-7% -$25.7K 0.03% 222
2025
Q1 		$318K Sell
4,878
-37
-0.8% -$2.73K 0.03% 232
2024
Q4 		$262K Hold
4,915
– – 0.03% 200
2024
Q3 		$262K Sell
4,915
-526
-10% -$25.6K 0.03% 200
2024
Q2 		$262K Sell
5,441
-520
-9% -$27.4K 0.03% 200
2024
Q1 		$340K Buy
+5,961
New +$262K 0.04% 188

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

Journey Advisory Group's GBTC Position: Q1 2026 in Review

Journey Advisory Group sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 4,575 shares — an estimated $313K sold.

Journey Advisory Group first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $408K in Q3 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Journey Advisory Group reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 4,575 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $313K.
  • Journey Advisory Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Journey Advisory Group's Grayscale Bitcoin Trust position peaked at $408K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.