Sunbelt Securities’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sunbelt Securities’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	$222K	Sell	4,201 -1,225	-23%	-$73K	0.01%	615
2025 Q4	$371K	Hold	5,426	–	–	0.02%	475
2025 Q3	$487K	Buy	5,426 +826	+18%	+$74.3K	0.03%	396
2025 Q2	$340K	Sell	4,600 -330	-7%	-$25.7K	0.03%	446
2025 Q1	$321K	Buy	4,930 +330	+7%	+$24.3K	0.03%	438
2024 Q4	$343K	Sell	4,600 -97	-2%	-$6.39K	0.03%	444
2024 Q3	$237K	Sell	4,697 -87	-2%	-$4.24K	0.02%	547
2024 Q2	$230K	Buy	4,784 +387	+9%	+$20.4K	0.02%	522
2024 Q1	$251K	Buy	+4,397	New	+$193K	0.03%	480

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 $104B AUM 28.3% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Sunbelt Securities's GBTC Position: Q1 2026 in Review

Sunbelt Securities reduced its Grayscale Bitcoin Trust (GBTC) stake by 23% in Q1 2026, selling an estimated $73K and leaving 4,201 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #615.

Sunbelt Securities first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $487K in Q3 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Sunbelt Securities held 4,201 shares of Grayscale Bitcoin Trust worth $222K as of Q1 2026.
Sunbelt Securities sold 1,225 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $73K.
Grayscale Bitcoin Trust made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #615 holding.
Sunbelt Securities first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Sunbelt Securities's Grayscale Bitcoin Trust position peaked at $487K in Q3 2025.
653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.