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PUREfi Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

PUREfi 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
Q1 		$314K Buy
5,944
+2,900
+95% +$173K 0.21% 133
2025
Q4 		$208K Buy
3,044
+400
+15% +$31.3K 0.16% 159
2025
Q3 		$237K Buy
+2,644
New +$238K 0.18% 150

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

PUREfi Wealth's GBTC Position: Q1 2026 in Review

PUREfi Wealth increased its Grayscale Bitcoin Trust (GBTC) stake by 95% in Q1 2026, buying an estimated $173K and bringing the position to 5,944 shares worth $314K. The position accounts for 0.21% of the portfolio, ranked #133.

PUREfi Wealth first reported a position in GBTC in Q3 2025 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • PUREfi Wealth held 5,944 shares of Grayscale Bitcoin Trust worth $314K as of Q1 2026.
  • PUREfi Wealth bought 2,900 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $173K.
  • Grayscale Bitcoin Trust made up 0.21% of PUREfi Wealth's portfolio in Q1 2026, its #133 holding.
  • PUREfi Wealth first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.