Upper Left Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Upper Left 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	$877K	Hold	19,261	–	–	0.49%	43
2026 Q1	$1.02M	Sell	19,261 -1,696	-8%	-$101K	0.6%	36
2025 Q4	$1.43M	Buy	20,957 +26	+0.1%	+$2.04K	0.87%	30
2025 Q3	$1.88M	Sell	20,931 -90	-0.4%	-$8.1K	1.18%	28
2025 Q2	$1.78M	Buy	21,021 +845	+4%	+$65.7K	1.19%	28
2025 Q1	$1.31M	Buy	20,176 +162	+0.8%	+$11.9K	0.94%	29
2024 Q4	$1.48M	Buy	20,014 +1,009	+5%	+$66.5K	1.27%	26
2024 Q3	$888K	Sell	19,005 -2,303	-11%	-$112K	0.78%	35
2024 Q2	$1.02M	Buy	21,308 +2,795	+15%	+$147K	0.93%	32
2024 Q1	$1.06M	Buy	+18,513	New	+$815K	0.98%	31

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

Upper Left Wealth Management's GBTC Position: Q2 2026 in Review

Upper Left Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 19,261 shares worth $877K. The position accounts for 0.49% of the portfolio, ranked #43.

Upper Left Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.88M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Upper Left Wealth Management held 19,261 shares of Grayscale Bitcoin Trust worth $877K as of Q2 2026.
Upper Left Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.49% of Upper Left Wealth Management's portfolio in Q2 2026, its #43 holding.
Upper Left Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Upper Left Wealth Management's Grayscale Bitcoin Trust position peaked at $1.88M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.