Spire Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Spire Wealth 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	$908K	Buy	19,945 +63	+0.3%	+$3.51K	0.03%	408
2026 Q1	$1.05M	Sell	19,882 -3,398	-15%	-$202K	0.04%	375
2025 Q4	$1.59M	Sell	23,280 -1,181	-5%	-$92.6K	0.05%	301
2025 Q3	$2.2M	Buy	24,461 +1,220	+5%	+$110K	0.07%	215
2025 Q2	$1.97M	Sell	23,241 -2,395	-9%	-$186K	0.07%	232
2025 Q1	$1.67M	Sell	25,636 -3,229	-11%	-$238K	0.05%	294
2024 Q4	$2.14M	Buy	+28,865	New	+$1.9M	0.07%	234

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 $103B AUM 28.65% 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

Spire Wealth Management's GBTC Position: Q2 2026 in Review

Spire Wealth Management increased its Grayscale Bitcoin Trust (GBTC) stake by 0.32% in Q2 2026, buying an estimated $3.51K and bringing the position to 19,945 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #408.

Spire Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Spire Wealth Management held 19,945 shares of Grayscale Bitcoin Trust worth $908K as of Q2 2026.
Spire Wealth Management bought 63 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $3.51K.
Grayscale Bitcoin Trust made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #408 holding.
Spire Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's Grayscale Bitcoin Trust position peaked at $2.2M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.