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SP Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

SP Asset 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
Q1 		– Sell
-3,640
Closed -$249K – 123
2025
Q4 		$249K Hold
3,640
– – 0.02% 121
2025
Q3 		$327K Hold
3,640
– – 0.03% 109
2025
Q2 		$309K Hold
3,640
– – 0.03% 105
2025
Q1 		$237K Hold
3,640
– – 0.02% 113
2024
Q4 		$269K Buy
+3,640
New +$240K 0.02% 115
2024
Q2 		– Sell
-4,029
Closed -$230K – 132
2024
Q1 		$230K Buy
+4,029
New +$177K 0.02% 116

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SP Asset Management's GBTC Position: Q1 2026 in Review

SP Asset Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,640 shares — an estimated $249K sold.

SP Asset Management first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $327K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • SP Asset Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • SP Asset Management sold 3,640 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $249K.
  • SP Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • SP Asset Management's Grayscale Bitcoin Trust position peaked at $327K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.