Red Door Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Red Door 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	$4.32M	Sell	94,987 -623	-0.7%	-$34.7K	0.39%	56
2026 Q1	$5.04M	Sell	95,610 -80	-0.1%	-$4.76K	0.52%	51
2025 Q4	$6.54M	Sell	95,690 -1,622	-2%	-$127K	0.68%	41
2025 Q3	$8.74M	Sell	97,312 -373	-0.4%	-$33.6K	0.93%	32
2025 Q2	$8.29M	Sell	97,685 -156	-0.2%	-$12.1K	0.99%	31
2025 Q1	$6.38M	Hold	97,841	–	–	0.94%	33
2024 Q4	$7.24M	Buy	97,841 +1,411	+1%	+$93K	1.11%	28
2024 Q3	$4.87M	Sell	96,430 -10,318	-10%	-$502K	0.81%	39
2024 Q2	$5.13M	Buy	+106,748	New	+$5.62M	0.9%	37

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 $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Red Door Wealth Management's GBTC Position: Q2 2026 in Review

Red Door Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.65% in Q2 2026, selling an estimated $34.7K and leaving 94,987 shares worth $4.32M. The position accounts for 0.39% of the portfolio, ranked #56.

Red Door Wealth Management first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.74M in Q3 2025. 258 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Red Door Wealth Management held 94,987 shares of Grayscale Bitcoin Trust worth $4.32M as of Q2 2026.
Red Door Wealth Management sold 623 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $34.7K.
Grayscale Bitcoin Trust made up 0.39% of Red Door Wealth Management's portfolio in Q2 2026, its #56 holding.
Red Door Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Red Door Wealth Management's Grayscale Bitcoin Trust position peaked at $8.74M in Q3 2025.
258 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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