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Smallwood Wealth Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Smallwood Wealth Investment Management’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 		$175K Buy
3,854
+2,852
+285% +$159K 0.08% 101
2026
Q1 		$52.9K Sell
1,002
-300
-23% -$17.9K 0.03% 177
2025
Q4 		$89K Sell
1,302
-128
-9% -$10K 0.05% 125
2025
Q3 		$128K Hold
1,430
– – 0.07% 109
2025
Q2 		$121K Hold
1,430
– – 0.07% 104
2025
Q1 		$93.2K Buy
+1,430
New +$105K 0.06% 120

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

Smallwood Wealth Investment Management's GBTC Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Grayscale Bitcoin Trust (GBTC) stake by 285% in Q2 2026, buying an estimated $159K and bringing the position to 3,854 shares worth $175K. The position accounts for 0.08% of the portfolio, ranked #101.

Smallwood Wealth Investment Management first reported a position in GBTC in Q1 2025 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Smallwood Wealth Investment Management held 3,854 shares of Grayscale Bitcoin Trust worth $175K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 2,852 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $159K.
  • Grayscale Bitcoin Trust made up 0.08% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #101 holding.
  • Smallwood Wealth Investment Management first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.