NewEdge Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

NewEdge Wealth’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	$2.75M	Hold	60,452	–	–	0.03%	374
2026 Q1	$3.19M	Sell	60,452 -403	-0.7%	-$24K	0.04%	312
2025 Q4	$4.16M	Buy	60,855 +284	+0.5%	+$22.3K	0.05%	274
2025 Q3	$4.93M	Hold	60,571	–	–	0.07%	209
2025 Q2	$5.6M	Sell	60,571 -7,601	-11%	-$591K	0.09%	183
2025 Q1	$4.44M	Sell	68,172 -12,786	-16%	-$942K	0.08%	199
2024 Q4	$5.99M	Hold	80,958	–	–	0.1%	157
2024 Q3	$4.09M	Sell	80,958 -8,663	-10%	-$422K	0.07%	223
2024 Q2	$4.31M	Sell	89,621 -221	-0.2%	-$11.6K	0.09%	188
2024 Q1	$4.29M	Buy	+89,842	New	+$3.95M	0.1%	186

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

NewEdge Wealth's GBTC Position: Q2 2026 in Review

NewEdge Wealth held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 60,452 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #374.

NewEdge Wealth first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.99M in Q4 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

NewEdge Wealth held 60,452 shares of Grayscale Bitcoin Trust worth $2.75M as of Q2 2026.
NewEdge Wealth left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #374 holding.
NewEdge Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
NewEdge Wealth's Grayscale Bitcoin Trust position peaked at $5.99M in Q4 2024.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.