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United Asset Strategies’s Grayscale Bitcoin Trust GBTC Stock Holding History

United Asset Strategies’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
-3,138
Closed -$215K – 264
2025
Q4 		$215K Buy
3,138
+50
+2% +$3.92K 0.02% 254
2025
Q3 		$277K Sell
3,088
-1,030
-25% -$92.7K 0.02% 230
2025
Q2 		$349K Hold
4,118
– – 0.03% 209
2025
Q1 		$268K Sell
4,118
-500
-11% -$36.9K 0.02% 217
2024
Q4 		$342K Hold
4,618
– – 0.03% 198
2024
Q3 		$233K Sell
4,618
-1,588
-26% -$77.3K 0.02% 220
2024
Q2 		$298K Buy
+6,206
New +$327K 0.03% 194

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 $103B AUM 28.65% 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 $893B AUM 36.07% 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

United Asset Strategies's GBTC Position: Q1 2026 in Review

United Asset Strategies sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,138 shares — an estimated $215K sold.

United Asset Strategies first reported a position in GBTC in Q2 2024 and held it in 7 quarters. The position peaked at $349K in Q2 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • United Asset Strategies reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • United Asset Strategies sold 3,138 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $215K.
  • United Asset Strategies first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 7 quarters.
  • United Asset Strategies's Grayscale Bitcoin Trust position peaked at $349K in Q2 2025.
  • 653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.