Thrive Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Thrive 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 Q3	$235K	Buy	+3,645	New	+$201K	0.03%	231
2026 Q1	–	Sell	-3,295	Closed	-$225K	–	243
2025 Q4	$225K	Hold	3,295	–	–	0.03%	213
2025 Q3	$296K	Hold	3,295	–	–	0.04%	184
2025 Q2	$280K	Hold	3,295	–	–	0.05%	184
2025 Q1	$215K	Hold	3,295	–	–	0.04%	204
2024 Q4	$244K	Buy	+3,295	New	+$217K	0.04%	173

Other funds holding GBTC

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thrive Wealth Management's GBTC Position: Q3 2026 in Review

Thrive Wealth Management opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 3,645 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings. This is a return to the name: Thrive Wealth Management previously reported a position in GBTC as recently as Q4 2025.

Thrive Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q3 2025. 247 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Thrive Wealth Management held 3,645 shares of Grayscale Bitcoin Trust worth $235K as of Q3 2026.
Grayscale Bitcoin Trust was a new Thrive Wealth Management position in Q3 2026.
Grayscale Bitcoin Trust made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #231 holding.
Thrive Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
Thrive Wealth Management's Grayscale Bitcoin Trust position peaked at $296K in Q3 2025.
247 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.