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Medallion Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Medallion Wealth 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 		– Sell
-108
Closed -$7.38K – 1136
2025
Q4 		$7.38K Sell
108
-10
-8% -$784 ﹤0.01% 795
2025
Q3 		$10.6K Sell
118
-40
-25% -$3.6K ﹤0.01% 737
2025
Q2 		$13.1K Hold
158
– – 0.01% 699
2025
Q1 		$10.6K Hold
158
– – ﹤0.01% 675
2024
Q4 		$11.7K Buy
+158
New +$10.4K 0.01% 646

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GWM
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ML
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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

Medallion Wealth Advisors's GBTC Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 108 shares — an estimated $7.38K sold.

Medallion Wealth Advisors first reported a position in GBTC in Q4 2024 and held it in 5 quarters. The position peaked at $13.1K in Q2 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 108 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $7.38K.
  • Medallion Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's Grayscale Bitcoin Trust position peaked at $13.1K in Q2 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.