Root Financial Partners
GBTC icon

Root Financial Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Root Financial Partners’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 		$30.8K Buy
+477
New +$26.3K ﹤0.01% 1328
2026
Q2 		– Sell
-464
Closed -$24.5K – 1476
2026
Q1 		$24.5K Hold
464
– – ﹤0.01% 1206
2025
Q4 		$31.7K Buy
464
+144
+45% +$11.3K ﹤0.01% 914
2025
Q3 		$28.7K Buy
+320
New +$28.8K ﹤0.01% 918

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

Root Financial Partners's GBTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 477 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GBTC as recently as Q1 2026.

Root Financial Partners first reported a position in GBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.7K in Q4 2025. 591 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Root Financial Partners held 477 shares of Grayscale Bitcoin Trust worth $30.8K as of Q3 2026.
  • Grayscale Bitcoin Trust was a new Root Financial Partners position in Q3 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1328 holding.
  • Root Financial Partners first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Grayscale Bitcoin Trust position peaked at $31.7K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.