Triad Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Triad Wealth Partners’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	–	Sell	-5,091	Closed	-$269K	–	578
2026 Q1	$269K	Sell	5,091 -285	-5%	-$17K	0.02%	412
2025 Q4	$368K	Buy	+5,376	New	+$421K	0.03%	337
2024 Q3	–	Sell	-322	Closed	-$15.5K	–	368
2024 Q2	$15.5K	Buy	+322	New	+$17K	0.01%	392

Other funds holding GBTC

HKAM

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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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Triad Wealth Partners's GBTC Position: Q2 2026 in Review

Triad Wealth Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 5,091 shares — an estimated $269K sold.

Triad Wealth Partners first reported a position in GBTC in Q2 2024 and held it in 3 quarters. The position peaked at $368K in Q4 2025. 599 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Triad Wealth Partners reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 5,091 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $269K.
Triad Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's Grayscale Bitcoin Trust position peaked at $368K in Q4 2025.
599 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.