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

Maridea 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	$573K	Sell	12,595 -344	-3%	-$19.2K	0.06%	274
2026 Q1	$683K	Sell	12,939 -333	-3%	-$19.8K	0.1%	208
2025 Q4	$907K	Sell	13,272 -8,000	-38%	-$627K	0.14%	155
2025 Q3	$1.85M	Sell	21,272 -354	-2%	-$31.9K	0.29%	84
2025 Q2	$1.83M	Buy	21,626 +2,304	+12%	+$179K	0.48%	50
2025 Q1	$1.26M	Sell	19,322 -242	-1%	-$17.8K	0.41%	47
2024 Q4	$1.45M	Buy	+19,564	New	+$1.29M	0.47%	37

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

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

Maridea Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.7% in Q2 2026, selling an estimated $19.2K and leaving 12,595 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #274.

Maridea Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Maridea Wealth Management held 12,595 shares of Grayscale Bitcoin Trust worth $573K as of Q2 2026.
Maridea Wealth Management sold 344 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $19.2K.
Grayscale Bitcoin Trust made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #274 holding.
Maridea Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Grayscale Bitcoin Trust position peaked at $1.85M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.