WealthPlan Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

WealthPlan Investment 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	$1.6M	Buy	35,076 +1,997	+6%	+$111K	0.08%	182
2026 Q1	$1.75M	Buy	33,079 +3,768	+13%	+$224K	0.1%	169
2025 Q4	$2M	Sell	29,311 -2,833	-9%	-$222K	0.13%	142
2025 Q3	$2.89M	Sell	32,144 -243	-0.8%	-$21.9K	0.19%	107
2025 Q2	$2.75M	Sell	32,387 -136	-0.4%	-$10.6K	0.2%	106
2025 Q1	$2.12M	Buy	32,523 +345	+1%	+$25.4K	0.21%	97
2024 Q4	$2.38M	Sell	32,178 -329	-1%	-$21.7K	0.24%	92
2024 Q3	$1.64M	Sell	32,507 -3,478	-10%	-$169K	0.17%	108
2024 Q2	$1.73M	Sell	35,985 -2,726	-7%	-$144K	0.26%	80
2024 Q1	$2.21M	Buy	+38,711	New	+$1.7M	0.34%	71

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 $103B AUM 28.65% 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 40.91% 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

WealthPlan Investment Management's GBTC Position: Q2 2026 in Review

WealthPlan Investment Management increased its Grayscale Bitcoin Trust (GBTC) stake by 6% in Q2 2026, buying an estimated $111K and bringing the position to 35,076 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #182.

WealthPlan Investment Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.89M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

WealthPlan Investment Management held 35,076 shares of Grayscale Bitcoin Trust worth $1.6M as of Q2 2026.
WealthPlan Investment Management bought 1,997 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $111K.
Grayscale Bitcoin Trust made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #182 holding.
WealthPlan Investment Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
WealthPlan Investment Management's Grayscale Bitcoin Trust position peaked at $2.89M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.