Schneider Downs Wealth Management Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Schneider Downs Wealth Management Advisors’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	$657K	Sell	14,429 -341	-2%	-$19K	0.06%	93
2026 Q1	$779K	Buy	14,770 +2,341	+19%	+$139K	0.09%	76
2025 Q4	$850K	Buy	12,429 +1,244	+11%	+$97.5K	0.1%	76
2025 Q3	$1M	Hold	11,185	–	–	0.12%	68
2025 Q2	$949K	Hold	11,185	–	–	0.14%	64
2025 Q1	$729K	Hold	11,185	–	–	0.13%	65
2024 Q4	$828K	Buy	11,185 +1,500	+15%	+$98.9K	0.16%	62
2024 Q3	$489K	Sell	9,685 -1,036	-10%	-$50.4K	0.1%	86
2024 Q2	$516K	Sell	10,721 -293	-3%	-$15.4K	0.11%	73
2024 Q1	$628K	Buy	+11,014	New	+$485K	0.14%	63

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's GBTC Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.3% in Q2 2026, selling an estimated $19K and leaving 14,429 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #93.

Schneider Downs Wealth Management Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Schneider Downs Wealth Management Advisors held 14,429 shares of Grayscale Bitcoin Trust worth $657K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 341 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $19K.
Grayscale Bitcoin Trust made up 0.06% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #93 holding.
Schneider Downs Wealth Management Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Schneider Downs Wealth Management Advisors's Grayscale Bitcoin Trust position peaked at $1M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.