Williams Jones Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Williams Jones 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	$351K	Hold	7,705	–	–	﹤0.01%	423
2026 Q1	$407K	Hold	7,705	–	–	0.01%	384
2025 Q4	$527K	Hold	7,705	–	–	0.01%	342
2025 Q3	$692K	Sell	7,705 -2,050	-21%	-$184K	0.01%	305
2025 Q2	$828K	Hold	9,755	–	–	0.01%	279
2025 Q1	$636K	Buy	9,755 +1,500	+18%	+$111K	0.01%	301
2024 Q4	$611K	Sell	8,255 -28,087	-77%	-$1.85M	0.01%	314
2024 Q3	$1.84M	Sell	36,342 -2,779	-7%	-$135K	0.02%	203
2024 Q2	$1.88M	Sell	39,121 -7,672	-16%	-$404K	0.02%	199
2024 Q1	$2.67M	Buy	+46,793	New	+$2.06M	0.03%	170

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 40.89% 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

Williams Jones Wealth Management's GBTC Position: Q2 2026 in Review

Williams Jones Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 7,705 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Williams Jones Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.67M in Q1 2024. 599 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Williams Jones Wealth Management held 7,705 shares of Grayscale Bitcoin Trust worth $351K as of Q2 2026.
Williams Jones Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #423 holding.
Williams Jones Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Williams Jones Wealth Management's Grayscale Bitcoin Trust position peaked at $2.67M in Q1 2024.
599 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.