Western Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Western 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	$500K	Sell	10,993 -100	-0.9%	-$5.58K	0.02%	671
2026 Q1	$585K	Sell	11,093 -1,227	-10%	-$73.1K	0.02%	596
2025 Q4	$842K	Buy	12,320 +1,652	+15%	+$129K	0.04%	393
2025 Q3	$958K	Hold	10,668	–	–	0.05%	315
2025 Q2	$905K	Hold	10,668	–	–	0.05%	298
2025 Q1	$695K	Sell	10,668 -2,780	-21%	-$205K	0.05%	315
2024 Q4	$995K	Buy	13,448 +274	+2%	+$18.1K	0.05%	317
2024 Q3	$665K	Sell	13,174 -1,292	-9%	-$62.9K	0.04%	387
2024 Q2	$696K	Buy	14,466 +3,354	+30%	+$177K	0.05%	291
2024 Q1	$634K	Buy	+11,112	New	+$489K	0.05%	313

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 40.91% 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

Western Wealth Management's GBTC Position: Q2 2026 in Review

Western Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.9% in Q2 2026, selling an estimated $5.58K and leaving 10,993 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #671.

Western Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $995K in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Western Wealth Management held 10,993 shares of Grayscale Bitcoin Trust worth $500K as of Q2 2026.
Western Wealth Management sold 100 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $5.58K.
Grayscale Bitcoin Trust made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #671 holding.
Western Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Western Wealth Management's Grayscale Bitcoin Trust position peaked at $995K in Q4 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.