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M Holdings Securities’s Grayscale Bitcoin Trust GBTC Stock Holding History

M Holdings Securities’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
-10,131
Closed -$693K – 299
2025
Q4 		$693K Buy
+10,131
New +$794K 0.05% 222

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GWM
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ML
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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
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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

M Holdings Securities's GBTC Position: Q1 2026 in Review

M Holdings Securities sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 10,131 shares — an estimated $693K sold.

M Holdings Securities first reported a position in GBTC in Q4 2025 and held it in 1 quarter. The position peaked at $693K in Q4 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • M Holdings Securities reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • M Holdings Securities sold 10,131 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $693K.
  • M Holdings Securities first reported a position in Grayscale Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • M Holdings Securities's Grayscale Bitcoin Trust position peaked at $693K in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.