Montz Harcus Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Montz Harcus 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	$443K	Hold	9,741	–	–	0.16%	58
2026 Q1	$514K	Hold	9,741	–	–	0.21%	50
2025 Q4	$666K	Hold	9,741	–	–	0.27%	38
2025 Q3	$874K	Hold	9,741	–	–	0.38%	32
2025 Q2	$826K	Hold	9,741	–	–	0.4%	30
2025 Q1	$635K	Hold	9,741	–	–	0.35%	32
2024 Q4	$721K	Sell	9,741 -214	-2%	-$14.1K	0.4%	28
2024 Q3	$503K	Sell	9,955 -1,065	-10%	-$51.8K	0.29%	38
2024 Q2	$530K	Sell	11,020 -580	-5%	-$30.5K	0.34%	31
2024 Q1	$662K	Buy	+11,600	New	+$510K	0.45%	28

Other funds holding GBTC

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Montz Harcus Wealth Management's GBTC Position: Q2 2026 in Review

Montz Harcus Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 9,741 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #58.

Montz Harcus Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $874K in Q3 2025. 230 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Montz Harcus Wealth Management held 9,741 shares of Grayscale Bitcoin Trust worth $443K as of Q2 2026.
Montz Harcus Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.16% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #58 holding.
Montz Harcus Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Montz Harcus Wealth Management's Grayscale Bitcoin Trust position peaked at $874K in Q3 2025.
230 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.