Aurora Private Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Aurora Private Wealth’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	$1M	Sell	22,005 -396	-2%	-$22.1K	0.64%	41
2026 Q1	$1.53M	Hold	22,401	–	–	1.09%	22
2025 Q4	$1.53M	Buy	+22,401	New	+$1.76M	1.01%	26
2025 Q2	$1.91M	Sell	22,512 -46	-0.2%	-$3.58K	1.41%	17
2025 Q1	$1.47M	Sell	22,558 -20	-0.1%	-$1.47K	1.17%	20
2024 Q4	$1.67M	Hold	22,578	–	–	1.25%	20
2024 Q3	$1.14M	Sell	22,578 -2,360	-9%	-$115K	0.89%	29
2024 Q2	$1.2M	Sell	24,938 -1,694	-6%	-$89.2K	1.05%	25
2024 Q1	$1.5M	Buy	+26,632	New	+$1.17M	1.29%	17

Other funds holding GBTC

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Aurora Private Wealth's GBTC Position: Q2 2026 in Review

Aurora Private Wealth reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.8% in Q2 2026, selling an estimated $22.1K and leaving 22,005 shares worth $1M. The position accounts for 0.64% of the portfolio, ranked #41.

Aurora Private Wealth first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q2 2025. 212 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Aurora Private Wealth held 22,005 shares of Grayscale Bitcoin Trust worth $1M as of Q2 2026.
Aurora Private Wealth sold 396 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $22.1K.
Grayscale Bitcoin Trust made up 0.64% of Aurora Private Wealth's portfolio in Q2 2026, its #41 holding.
Aurora Private Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Aurora Private Wealth's Grayscale Bitcoin Trust position peaked at $1.91M in Q2 2025.
212 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.