Rothwell Investment Advisors, LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Rothwell Investment Advisors, LLC’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	$258K	Buy	+3,996	New	+$220K	0.14%	143

Other funds holding GBTC

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Rothwell Investment Advisors, LLC's GBTC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 3,996 shares worth $258K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings.

394 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Rothwell Investment Advisors, LLC held 3,996 shares of Grayscale Bitcoin Trust worth $258K as of Q3 2026.
Grayscale Bitcoin Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Grayscale Bitcoin Trust made up 0.14% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #143 holding.
394 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.