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Rothschild Investment LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Rothschild Investment LLC’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 		$642K Sell
14,109
-381
-3% -$21.2K 0.02% 522
2026
Q1 		$764K Hold
14,490
– – 0.04% 316
2025
Q4 		$991K Hold
14,490
– – 0.05% 252
2025
Q3 		$1.3M Hold
14,490
– – 0.07% 199
2025
Q2 		$1.23M Hold
14,490
– – 0.08% 205
2025
Q1 		$944K Hold
14,490
– – 0.06% 234
2024
Q4 		$1.07M Buy
14,490
+130
+0.9% +$8.57K 0.07% 224
2024
Q3 		$725K Sell
14,360
-1,537
-10% -$74.8K 0.05% 285
2024
Q2 		$765K Hold
15,897
– – 0.05% 269
2024
Q1 		$907K Buy
+15,897
New +$700K 0.07% 244

Other funds holding GBTC

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Rothschild Investment LLC's GBTC Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.6% in Q2 2026, selling an estimated $21.2K and leaving 14,109 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #522.

Rothschild Investment LLC first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q3 2025. 347 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Rothschild Investment LLC held 14,109 shares of Grayscale Bitcoin Trust worth $642K as of Q2 2026.
  • Rothschild Investment LLC sold 381 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $21.2K.
  • Grayscale Bitcoin Trust made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #522 holding.
  • Rothschild Investment LLC first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Grayscale Bitcoin Trust position peaked at $1.3M in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.