RMR Wealth Builders
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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
Q3 		$333K Sell
5,159
-386
-7% -$21.3K 0.02% 235
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

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

RMR Wealth Builders's GBTC Position: Q3 2026 in Review

RMR Wealth Builders reduced its Grayscale Bitcoin Trust (GBTC) stake by 7% in Q3 2026, selling an estimated $21.3K and leaving 5,159 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #235.

RMR Wealth Builders first reported a position in GBTC in Q2 2025 and has held it in 4 quarters since. 591 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • RMR Wealth Builders held 5,159 shares of Grayscale Bitcoin Trust worth $333K as of Q3 2026.
  • RMR Wealth Builders sold 386 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $21.3K.
  • Grayscale Bitcoin Trust made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #235 holding.
  • RMR Wealth Builders first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • 591 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.