Walled Lake Planning & Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Walled Lake Planning & 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 Q1	–	Sell	-4,337	Closed	-$296K	–	142
2025 Q4	$296K	Buy	4,337 +125	+3%	+$9.8K	0.09%	106
2025 Q3	$378K	Sell	4,212 -4,194	-50%	-$377K	0.12%	92
2025 Q2	$713K	Hold	8,406	–	–	0.23%	54
2025 Q1	$548K	Hold	8,406	–	–	0.19%	64
2024 Q4	$622K	Buy	8,406 +106	+1%	+$6.99K	0.23%	61
2024 Q3	$419K	Sell	8,300 -192	-2%	-$9.35K	0.16%	76
2024 Q2	$408K	Hold	8,492	–	–	0.17%	71
2024 Q1	$485K	Buy	+8,492	New	+$374K	0.2%	57

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

MSRH LLC New York $113M AUM

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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's GBTC Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 4,337 shares — an estimated $296K sold.

Walled Lake Planning & Wealth Management first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $713K in Q2 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Walled Lake Planning & Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 4,337 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $296K.
Walled Lake Planning & Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Grayscale Bitcoin Trust position peaked at $713K in Q2 2025.
658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.