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Taylor & Morgan Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Taylor & Morgan 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 		$377K Hold
8,274
– – 0.19% 64
2026
Q1 		$437K Hold
8,274
– – 0.25% 54
2025
Q4 		$566K Buy
+8,274
New +$648K 0.32% 46

Other funds holding GBTC

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Taylor & Morgan Wealth Management's GBTC Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 8,274 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #64.

Taylor & Morgan Wealth Management first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $566K in Q4 2025. 261 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Taylor & Morgan Wealth Management held 8,274 shares of Grayscale Bitcoin Trust worth $377K as of Q2 2026.
  • Taylor & Morgan Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.19% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Taylor & Morgan Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Taylor & Morgan Wealth Management's Grayscale Bitcoin Trust position peaked at $566K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.