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RMR Wealth Builders’s Grayscale Bitcoin Trust GBTC Stock Holding History

RMR Wealth Builders’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 		$252K Buy
+5,545
New +$309K 0.02% 272
2025
Q4 		– Sell
-2,400
Closed -$215K – 283
2025
Q3 		$215K Hold
2,400
– – 0.02% 267
2025
Q2 		$204K Buy
+2,400
New +$187K 0.02% 276

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RMR Wealth Builders's GBTC Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 5,545 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in GBTC as recently as Q3 2025.

RMR Wealth Builders first reported a position in GBTC in Q2 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • RMR Wealth Builders held 5,545 shares of Grayscale Bitcoin Trust worth $252K as of Q2 2026.
  • Grayscale Bitcoin Trust was a new RMR Wealth Builders position in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #272 holding.
  • RMR Wealth Builders first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.