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Safe Harbor Fiduciary’s Grayscale Bitcoin Trust GBTC Stock Holding History

Safe Harbor Fiduciary’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
-1,114
Closed -$76.2K – 99
2025
Q4 		$76.2K Buy
+1,114
New +$87.3K 0.07% 83
2025
Q2 		$94.5K Hold
1,114
– – 0.09% 96
2025
Q1 		$72.6K Hold
1,114
– – 0.08% 95
2024
Q4 		$82.5K Hold
1,114
– – 0.08% 93
2024
Q3 		$56.3K Buy
+1,114
New +$54.2K 0.05% 97

Other funds holding GBTC

HKAM
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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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
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

Safe Harbor Fiduciary's GBTC Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 1,114 shares — an estimated $76.2K sold.

Safe Harbor Fiduciary first reported a position in GBTC in Q3 2024 and held it in 5 quarters. The position peaked at $94.5K in Q2 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 1,114 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $76.2K.
  • Safe Harbor Fiduciary first reported a position in Grayscale Bitcoin Trust in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Grayscale Bitcoin Trust position peaked at $94.5K in Q2 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.