Westmount Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Westmount Partners’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	$535K	Buy	8,183 +419	+5%	+$23.1K	0.11%	147
2026 Q2	$353K	Sell	7,764 -56	-0.7%	-$3.12K	0.08%	194
2026 Q1	$413K	Sell	7,820 -1,866	-19%	-$111K	0.1%	167
2025 Q4	$662K	Buy	9,686 +1,703	+21%	+$133K	0.17%	112
2025 Q3	$736K	Hold	7,983	–	–	0.19%	98
2025 Q2	$677K	Sell	7,983 -124	-2%	-$9.6K	0.19%	101
2025 Q1	$528K	Hold	8,107	–	–	0.16%	119
2024 Q4	$600K	Hold	8,107	–	–	0.18%	100
2024 Q3	$409K	Sell	8,107 -4,196	-34%	-$204K	0.12%	137
2024 Q2	$623K	Sell	12,303 -739	-6%	-$38.9K	0.21%	98
2024 Q1	$744K	Buy	+13,042	New	+$574K	0.27%	80

Other funds holding GBTC

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Westmount Partners's GBTC Position: Q3 2026 in Review

Westmount Partners increased its Grayscale Bitcoin Trust (GBTC) stake by 5.4% in Q3 2026, buying an estimated $23.1K and bringing the position to 8,183 shares worth $535K. The position accounts for 0.11% of the portfolio, ranked #147.

Westmount Partners first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $744K in Q1 2024. 504 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Westmount Partners held 8,183 shares of Grayscale Bitcoin Trust worth $535K as of Q3 2026.
Westmount Partners bought 419 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $23.1K.
Grayscale Bitcoin Trust made up 0.11% of Westmount Partners's portfolio in Q3 2026, its #147 holding.
Westmount Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Westmount Partners's Grayscale Bitcoin Trust position peaked at $744K in Q1 2024.
504 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Westmount Partners's 13F filing for Q3 2026, filed 12 Nov 2026.