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National Wealth Management Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

National Wealth Management Group’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 		$455K Buy
9,992
+2,533
+34% +$141K 0.14% 130
2026
Q1 		$394K Buy
+7,459
New +$444K 0.15% 140

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

National Wealth Management Group's GBTC Position: Q2 2026 in Review

National Wealth Management Group increased its Grayscale Bitcoin Trust (GBTC) stake by 34% in Q2 2026, buying an estimated $141K and bringing the position to 9,992 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #130.

National Wealth Management Group first reported a position in GBTC in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • National Wealth Management Group held 9,992 shares of Grayscale Bitcoin Trust worth $455K as of Q2 2026.
  • National Wealth Management Group bought 2,533 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $141K.
  • Grayscale Bitcoin Trust made up 0.14% of National Wealth Management Group's portfolio in Q2 2026, its #130 holding.
  • National Wealth Management Group first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.