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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 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. 300 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.
300 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.