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Sanders Morris Harris’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sanders Morris Harris’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
-3,785
Closed -$259K – 299
2025
Q4 		$259K Hold
3,785
– – 0.4% 29
2025
Q3 		$340K Hold
3,785
– – 0.04% 214
2025
Q2 		$321K Sell
3,785
-417
-10% -$32.4K 0.08% 96
2025
Q1 		$274K Hold
4,202
– – 0.04% 220
2024
Q4 		$315K Buy
+4,202
New +$277K 0.05% 215
2024
Q2 		– Sell
-3,949
Closed -$225K – 296
2024
Q1 		$225K Buy
+3,949
New +$174K 0.04% 233

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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
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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

Sanders Morris Harris's GBTC Position: Q1 2026 in Review

Sanders Morris Harris sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,785 shares — an estimated $259K sold.

Sanders Morris Harris first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $340K in Q3 2025. 655 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Sanders Morris Harris reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 3,785 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $259K.
  • Sanders Morris Harris first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • Sanders Morris Harris's Grayscale Bitcoin Trust position peaked at $340K in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Sanders Morris Harris's 13F filing for Q1 2026, filed 9 Apr 2026.