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Apella Capital’s Grayscale Bitcoin Trust GBTC Stock Holding History

Apella Capital’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 		$429K Hold
8,681
– – 0.01% 498
2026
Q1 		$523K Buy
+8,681
New +$517K 0.01% 458

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MRI
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ECM
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Jane Street
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Citadel Advisors
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Apella Capital's GBTC Position: Q2 2026 in Review

Apella Capital held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 8,681 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #498.

Apella Capital first reported a position in GBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $523K in Q1 2026. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Apella Capital held 8,681 shares of Grayscale Bitcoin Trust worth $429K as of Q2 2026.
  • Apella Capital left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Apella Capital's portfolio in Q2 2026, its #498 holding.
  • Apella Capital first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Grayscale Bitcoin Trust position peaked at $523K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.