Avantax Planning Partners
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Avantax Planning Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-3,213
Closed -$220K – 445
2025
Q4 		$220K Hold
3,213
– – 0.01% 406
2025
Q3 		$288K Sell
3,213
-10
-0.3% -$900 0.01% 360
2025
Q2 		$273K Hold
3,223
– – 0.01% 371
2025
Q1 		$210K Hold
3,223
– – 0.01% 406
2024
Q4 		$239K Sell
3,223
-1,803
-36% -$119K 0.01% 378
2024
Q3 		$254K Sell
5,026
-538
-10% -$26.2K 0.01% 365
2024
Q2 		$268K Sell
5,564
-3,629
-39% -$191K 0.01% 379
2024
Q1 		$525K Buy
+9,193
New +$405K 0.02% 287

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ML
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MRI
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ECM
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MC
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Avantax Planning Partners's GBTC Position: Q1 2026 in Review

Avantax Planning Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,213 shares — an estimated $220K sold.

Avantax Planning Partners first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $525K in Q1 2024. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Avantax Planning Partners reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 3,213 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $220K.
  • Avantax Planning Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Avantax Planning Partners's Grayscale Bitcoin Trust position peaked at $525K in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.