Arkadios Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Arkadios Wealth Advisors’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	$230K	Buy	5,058 +32	+0.6%	+$1.78K	﹤0.01%	1553
2026 Q1	$265K	Sell	5,026 -335	-6%	-$20K	﹤0.01%	1415
2025 Q4	$367K	Buy	5,361 +323	+6%	+$25.3K	0.01%	1157
2025 Q3	$452K	Buy	5,038 +36	+0.7%	+$3.24K	0.01%	975
2025 Q2	$424K	Sell	5,002 -229	-4%	-$17.8K	0.01%	914
2025 Q1	$341K	Buy	5,231 +1,918	+58%	+$141K	0.01%	858
2024 Q4	$245K	Buy	+3,313	New	+$218K	0.01%	798
2024 Q3	–	Sell	-4,318	Closed	-$208K	–	948
2024 Q2	$208K	Sell	4,318 -611	-12%	-$32.2K	0.01%	754
2024 Q1	$281K	Buy	+4,929	New	+$217K	0.02%	555

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

Arkadios Wealth Advisors's GBTC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 0.64% in Q2 2026, buying an estimated $1.78K and bringing the position to 5,058 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Arkadios Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $452K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Arkadios Wealth Advisors held 5,058 shares of Grayscale Bitcoin Trust worth $230K as of Q2 2026.
Arkadios Wealth Advisors bought 32 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.78K.
Grayscale Bitcoin Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1553 holding.
Arkadios Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Grayscale Bitcoin Trust position peaked at $452K in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.