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 Q3	$1.22M	Sell	18,937 -324	-2%	-$17.9K	0.63%	33
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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Variant Private Wealth Tysons, Virginia $113M AUM 20% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Upper Left Wealth Management's GBTC Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.7% in Q3 2026, selling an estimated $17.9K and leaving 18,937 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #33.

Upper Left Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.88M in Q3 2025. 168 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Upper Left Wealth Management held 18,937 shares of Grayscale Bitcoin Trust worth $1.22M as of Q3 2026.
Upper Left Wealth Management sold 324 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $17.9K.
Grayscale Bitcoin Trust made up 0.63% of Upper Left Wealth Management's portfolio in Q3 2026, its #33 holding.
Upper Left Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Upper Left Wealth Management's Grayscale Bitcoin Trust position peaked at $1.88M in Q3 2025.
168 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.