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

Meridian 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	$994K	Sell	21,845 -625	-3%	-$34.9K	0.03%	383
2026 Q1	$1.19M	Sell	22,470 -319	-1%	-$19K	0.04%	324
2025 Q4	$1.56M	Buy	22,789 +391	+2%	+$30.6K	0.05%	267
2025 Q3	$2.01M	Buy	22,398 +28	+0.1%	+$2.52K	0.08%	215
2025 Q2	$1.9M	Sell	22,370 -500	-2%	-$38.9K	0.08%	210
2025 Q1	$1.49M	Sell	22,870 -215	-0.9%	-$15.8K	0.07%	213
2024 Q4	$1.71M	Sell	23,085 -215	-0.9%	-$14.2K	0.08%	209
2024 Q3	$1.18M	Buy	+23,300	New	+$1.13M	0.06%	254
2024 Q2	–	Sell	-25,338	Closed	-$1.45M	–	377
2024 Q1	$1.45M	Buy	+25,338	New	+$1.11M	0.24%	67

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 $103B AUM 28.65% 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 40.91% 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

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

Meridian Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.8% in Q2 2026, selling an estimated $34.9K and leaving 21,845 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #383.

Meridian Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.01M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Meridian Wealth Management held 21,845 shares of Grayscale Bitcoin Trust worth $994K as of Q2 2026.
Meridian Wealth Management sold 625 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $34.9K.
Grayscale Bitcoin Trust made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #383 holding.
Meridian Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Meridian Wealth Management's Grayscale Bitcoin Trust position peaked at $2.01M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.