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

Mission 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	$446K	Buy	9,793 +1,020	+12%	+$56.9K	0.01%	725
2026 Q1	$463K	Hold	8,773	–	–	0.01%	515
2025 Q4	$600K	Sell	8,773 -36	-0.4%	-$2.82K	0.01%	450
2025 Q3	$791K	Hold	8,809	–	–	0.02%	383
2025 Q2	$747K	Sell	8,809 -20	-0.2%	-$1.55K	0.02%	384
2025 Q1	$575K	Sell	8,829 -1,115	-11%	-$82.2K	0.01%	419
2024 Q4	$736K	Sell	9,944 -3,073	-24%	-$203K	0.02%	346
2024 Q3	$657K	Sell	13,017 -1,260	-9%	-$61.3K	0.02%	377
2024 Q2	$687K	Buy	14,277 +1,389	+11%	+$73.2K	0.02%	348
2024 Q1	$735K	Buy	+12,888	New	+$567K	0.02%	351

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

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

Mission Wealth Management increased its Grayscale Bitcoin Trust (GBTC) stake by 12% in Q2 2026, buying an estimated $56.9K and bringing the position to 9,793 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #725.

Mission Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $791K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Mission Wealth Management held 9,793 shares of Grayscale Bitcoin Trust worth $446K as of Q2 2026.
Mission Wealth Management bought 1,020 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $56.9K.
Grayscale Bitcoin Trust made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #725 holding.
Mission Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Mission Wealth Management's Grayscale Bitcoin Trust position peaked at $791K in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.