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TrueWealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

TrueWealth Advisors’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 		– Sell
-3,185
Closed -$218K – 240
2025
Q4 		$218K Hold
3,185
– – 0.06% 229
2025
Q3 		$286K Hold
3,185
– – 0.08% 186
2025
Q2 		$270K Hold
3,185
– – 0.08% 188
2025
Q1 		$208K Hold
3,185
– – 0.07% 201
2024
Q4 		$236K Buy
+3,185
New +$210K 0.08% 199
2024
Q2 		– Sell
-3,526
Closed -$201K – 228
2024
Q1 		$201K Buy
+3,526
New +$155K 0.08% 206

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

TrueWealth Advisors's GBTC Position: Q1 2026 in Review

TrueWealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,185 shares — an estimated $218K sold.

TrueWealth Advisors first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $286K in Q3 2025. 654 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • TrueWealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 3,185 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $218K.
  • TrueWealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • TrueWealth Advisors's Grayscale Bitcoin Trust position peaked at $286K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.