Richards, Merrill & Peterson’s Grayscale Bitcoin Trust GBTC Stock Holding History

Richards, Merrill & Peterson’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	$299K	Sell	6,570 -585	-8%	-$32.6K	0.09%	158
2026 Q1	$377K	Sell	7,155 -1,543	-18%	-$91.9K	0.14%	135
2025 Q4	$595K	Sell	8,698 -1,431	-14%	-$112K	0.23%	102
2025 Q3	$909K	Buy	10,129 +2,025	+25%	+$182K	0.39%	71
2025 Q2	$687K	Buy	8,104 +2,525	+45%	+$196K	0.33%	80
2025 Q1	$364K	Buy	5,579 +2,395	+75%	+$177K	0.19%	110
2024 Q4	$236K	Buy	+3,184	New	+$210K	0.12%	133

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

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 40.91% 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

Richards, Merrill & Peterson's GBTC Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Grayscale Bitcoin Trust (GBTC) stake by 8.2% in Q2 2026, selling an estimated $32.6K and leaving 6,570 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #158.

Richards, Merrill & Peterson first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $909K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Richards, Merrill & Peterson held 6,570 shares of Grayscale Bitcoin Trust worth $299K as of Q2 2026.
Richards, Merrill & Peterson sold 585 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $32.6K.
Grayscale Bitcoin Trust made up 0.09% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #158 holding.
Richards, Merrill & Peterson first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Grayscale Bitcoin Trust position peaked at $909K in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.