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SageView Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

SageView Advisory Group’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
-3,802
Closed -$260K – 1282
2025
Q4 		$260K Hold
3,802
– – 0.01% 519
2025
Q3 		$341K Buy
3,802
+192
+5% +$17.3K 0.01% 477
2025
Q2 		$335K Hold
3,610
– – 0.01% 465
2025
Q1 		$235K Hold
3,610
– – 0.01% 539
2024
Q4 		$267K Buy
+3,610
New +$238K 0.01% 488

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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

SageView Advisory Group's GBTC Position: Q1 2026 in Review

SageView Advisory Group sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,802 shares — an estimated $260K sold.

SageView Advisory Group first reported a position in GBTC in Q4 2024 and held it in 5 quarters. The position peaked at $341K in Q3 2025. 655 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • SageView Advisory Group reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,802 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $260K.
  • SageView Advisory Group first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • SageView Advisory Group's Grayscale Bitcoin Trust position peaked at $341K in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.