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

Mills 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 Q2	$638K	Sell	14,018 -116	-0.8%	-$6.47K	0.2%	43
2026 Q1	$746K	Sell	14,134 -181	-1%	-$10.8K	0.26%	39
2025 Q4	$979K	Sell	14,315 -31	-0.2%	-$2.43K	0.39%	38
2025 Q3	$1.28M	Sell	14,346 -12	-0.1%	-$1.08K	0.52%	32
2025 Q2	$1.21M	Sell	14,358 -27	-0.2%	-$2.1K	0.56%	29
2025 Q1	$933K	Sell	14,385 -14,246	-50%	-$1.05M	0.5%	31
2024 Q4	$2.11M	Sell	28,631 -3,669	-11%	-$242K	1.2%	18
2024 Q3	$1.63M	Sell	32,300 -3,456	-10%	-$168K	1.12%	21
2024 Q2	$1.72M	Sell	35,756 -103	-0.3%	-$5.42K	1.23%	19
2024 Q1	$2.04M	Buy	+35,859	New	+$1.58M	1.5%	17

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

Mills Wealth Advisors's GBTC Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.82% in Q2 2026, selling an estimated $6.47K and leaving 14,018 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #43.

Mills Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.11M in Q4 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Mills Wealth Advisors held 14,018 shares of Grayscale Bitcoin Trust worth $638K as of Q2 2026.
Mills Wealth Advisors sold 116 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $6.47K.
Grayscale Bitcoin Trust made up 0.2% of Mills Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Mills Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Mills Wealth Advisors's Grayscale Bitcoin Trust position peaked at $2.11M in Q4 2024.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.