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

Trevian 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 		$278K Hold
6,115
– – 0.12% 40
2026
Q1 		$323K Hold
6,115
– – 0.16% 39
2025
Q4 		$418K Hold
6,115
– – 0.2% 42
2025
Q3 		$549K Hold
6,115
– – 0.29% 29
2025
Q2 		$519K Hold
6,115
– – 0.32% 25
2025
Q1 		$399K Sell
6,115
-2,950
-33% -$217K 0.28% 21
2024
Q4 		$671K Sell
9,065
-623
-6% -$41.1K 0.49% 19
2024
Q3 		$489K Buy
+9,688
New +$472K 0.4% 21

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

Trevian Wealth Management's GBTC Position: Q2 2026 in Review

Trevian Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,115 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #40.

Trevian Wealth Management first reported a position in GBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $671K in Q4 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Trevian Wealth Management held 6,115 shares of Grayscale Bitcoin Trust worth $278K as of Q2 2026.
  • Trevian Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.12% of Trevian Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Trevian Wealth Management first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Trevian Wealth Management's Grayscale Bitcoin Trust position peaked at $671K in Q4 2024.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.