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Ritter Daniher Financial Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

Ritter Daniher Financial Advisory’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 		– Sell
-10
Closed -$684 – 602
2025
Q4 		$684 Hold
10
– – ﹤0.01% 575
2025
Q3 		$898 Buy
+10
New +$900 ﹤0.01% 440

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HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
ML
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Ritter Daniher Financial Advisory's GBTC Position: Q1 2026 in Review

Ritter Daniher Financial Advisory sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 10 shares — an estimated $684 sold.

Ritter Daniher Financial Advisory first reported a position in GBTC in Q3 2025 and held it in 2 quarters. The position peaked at $898 in Q3 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Ritter Daniher Financial Advisory reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 10 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $684.
  • Ritter Daniher Financial Advisory first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 2 quarters.
  • Ritter Daniher Financial Advisory's Grayscale Bitcoin Trust position peaked at $898 in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2026, filed 6 May 2026.