Retirement Planning Company of New England’s Grayscale Bitcoin Trust GBTC Stock Holding History

Retirement Planning Company of New England’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	$207K	Sell	4,770 -302	-6%	-$16.8K	0.07%	253
2026 Q1	$255K	Sell	5,072 -48	-0.9%	-$2.86K	0.1%	207
2025 Q4	$333K	Sell	5,120 -113	-2%	-$8.86K	0.13%	175
2025 Q3	$445K	Sell	5,233 -155	-3%	-$13.9K	0.18%	145
2025 Q2	$428K	Buy	5,388 +20	+0.4%	+$1.55K	0.19%	142
2025 Q1	$328K	Sell	5,368 -87	-2%	-$6.41K	0.16%	159
2024 Q4	$379K	Sell	5,455 -3,402	-38%	-$224K	0.18%	141
2024 Q3	$260K	Buy	8,857 +3,671	+71%	+$179K	0.13%	186
2024 Q2	$249K	Hold	5,186	–	–	0.14%	178
2024 Q1	$296K	Buy	+5,186	New	+$228K	0.16%	166

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 $103B AUM 28.65% 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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

KWA

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

OCPWS

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Retirement Planning Company of New England's GBTC Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Grayscale Bitcoin Trust (GBTC) stake by 6% in Q2 2026, selling an estimated $16.8K and leaving 4,770 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #253.

Retirement Planning Company of New England first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $445K in Q3 2025. 435 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Retirement Planning Company of New England held 4,770 shares of Grayscale Bitcoin Trust worth $207K as of Q2 2026.
Retirement Planning Company of New England sold 302 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $16.8K.
Grayscale Bitcoin Trust made up 0.07% of Retirement Planning Company of New England's portfolio in Q2 2026, its #253 holding.
Retirement Planning Company of New England first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Company of New England's Grayscale Bitcoin Trust position peaked at $445K in Q3 2025.
435 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.