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Summit Trail Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Summit Trail Advisors’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 		$317K Buy
+6,004
New +$358K ﹤0.01% 1293
2025
Q4 		– Sell
-23,545
Closed -$2.11M – 1330
2025
Q3 		$2.11M Buy
+23,545
New +$2.12M 0.03% 419

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

Summit Trail Advisors's GBTC Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Grayscale Bitcoin Trust (GBTC) in Q1 2026: 6,004 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in GBTC as recently as Q3 2025.

Summit Trail Advisors first reported a position in GBTC in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.11M in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Summit Trail Advisors held 6,004 shares of Grayscale Bitcoin Trust worth $317K as of Q1 2026.
  • Grayscale Bitcoin Trust was a new Summit Trail Advisors position in Q1 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1293 holding.
  • Summit Trail Advisors first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 2 quarters since.
  • Summit Trail Advisors's Grayscale Bitcoin Trust position peaked at $2.11M in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.