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Lifeworks Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Lifeworks 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
Q1 		$240K Sell
4,546
-1,008
-18% -$60K 0.03% 275
2025
Q4 		$380K Sell
5,554
-141
-2% -$11.1K 0.05% 239
2025
Q3 		$511K Buy
5,695
+494
+9% +$44.5K 0.07% 204
2025
Q2 		$441K Sell
5,201
-19
-0.4% -$1.48K 0.07% 213
2025
Q1 		$340K Sell
5,220
-561
-10% -$41.3K 0.06% 233
2024
Q4 		$428K Buy
5,781
+400
+7% +$26.4K 0.08% 188
2024
Q3 		$272K Buy
5,381
+456
+9% +$22.2K 0.05% 242
2024
Q2 		$237K Buy
4,925
+157
+3% +$8.27K 0.07% 203
2024
Q1 		$272K Buy
+4,768
New +$210K 0.08% 191

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Lifeworks Advisors's GBTC Position: Q1 2026 in Review

Lifeworks Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 18% in Q1 2026, selling an estimated $60K and leaving 4,546 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #275.

Lifeworks Advisors first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $511K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Lifeworks Advisors held 4,546 shares of Grayscale Bitcoin Trust worth $240K as of Q1 2026.
  • Lifeworks Advisors sold 1,008 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $60K.
  • Grayscale Bitcoin Trust made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #275 holding.
  • Lifeworks Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's Grayscale Bitcoin Trust position peaked at $511K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.