Ritholtz Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Ritholtz 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	$363K	Sell	7,984 -1,800	-18%	-$100K	0.01%	971
2026 Q1	$516K	Sell	9,784 -1,004	-9%	-$59.8K	0.01%	778
2025 Q4	$737K	Buy	10,788 +32	+0.3%	+$2.51K	0.01%	600
2025 Q3	$966K	Sell	10,756 -2,036	-16%	-$183K	0.02%	509
2025 Q2	$1.09M	Buy	12,792 +1,599	+14%	+$124K	0.02%	434
2025 Q1	$729K	Sell	11,193 -12	-0.1%	-$884	0.02%	483
2024 Q4	$829K	Sell	11,205 -74	-0.7%	-$4.88K	0.02%	416
2024 Q3	$570K	Sell	11,279 -2,221	-16%	-$108K	0.02%	524
2024 Q2	$649K	Sell	13,500 -2,857	-17%	-$150K	0.02%	450
2024 Q1	$933K	Buy	+16,357	New	+$720K	0.03%	378

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

Ritholtz Wealth Management's GBTC Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 18% in Q2 2026, selling an estimated $100K and leaving 7,984 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #971.

Ritholtz Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Ritholtz Wealth Management held 7,984 shares of Grayscale Bitcoin Trust worth $363K as of Q2 2026.
Ritholtz Wealth Management sold 1,800 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $100K.
Grayscale Bitcoin Trust made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #971 holding.
Ritholtz Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Ritholtz Wealth Management's Grayscale Bitcoin Trust position peaked at $1.09M in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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