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Strategic Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Strategic Wealth Partners’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 		$354K Sell
6,710
-1,124
-14% -$66.9K 0.02% 235
2025
Q4 		$536K Sell
7,834
-1,000
-11% -$78.4K 0.04% 195
2025
Q3 		$793K Buy
8,834
+2,124
+32% +$191K 0.06% 178
2025
Q2 		$569K Buy
+6,710
New +$522K 0.04% 195
2024
Q4 		$484K Buy
6,350
+1,200
+23% +$79.1K 0.04% 214
2024
Q3 		$260K Sell
5,150
-719
-12% -$35K 0.03% 266
2024
Q2 		$282K Sell
5,869
-544
-8% -$28.7K 0.03% 250
2024
Q1 		$366K Buy
+6,413
New +$282K 0.04% 215

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 $278M AUM 32.21% 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

Strategic Wealth Partners's GBTC Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 14% in Q1 2026, selling an estimated $66.9K and leaving 6,710 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #235.

Strategic Wealth Partners first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $793K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Strategic Wealth Partners held 6,710 shares of Grayscale Bitcoin Trust worth $354K as of Q1 2026.
  • Strategic Wealth Partners sold 1,124 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $66.9K.
  • Grayscale Bitcoin Trust made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #235 holding.
  • Strategic Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Strategic Wealth Partners's Grayscale Bitcoin Trust position peaked at $793K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.