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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
Q2 		$305K Hold
6,710
– – 0.02% 252
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 $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Strategic Wealth Partners's GBTC Position: Q2 2026 in Review

Strategic Wealth Partners held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,710 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #252.

Strategic Wealth Partners first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $793K in Q3 2025. 598 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Strategic Wealth Partners held 6,710 shares of Grayscale Bitcoin Trust worth $305K as of Q2 2026.
  • Strategic Wealth Partners left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #252 holding.
  • Strategic Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Strategic Wealth Partners's Grayscale Bitcoin Trust position peaked at $793K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.