Capital Advisors Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Capital Advisors Wealth Management’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	-2,983	Closed	-$204K	–	224
2025 Q4	$204K	Sell	2,983 -511	-15%	-$40K	0.03%	212
2025 Q3	$314K	Sell	3,494 -163	-4%	-$14.7K	0.04%	163
2025 Q2	$310K	Sell	3,657 -83	-2%	-$6.45K	0.05%	149
2025 Q1	$244K	Buy	3,740 +80	+2%	+$5.9K	0.04%	159
2024 Q4	$271K	Buy	+3,660	New	+$241K	0.05%	142
2024 Q3	–	Sell	-4,611	Closed	-$222K	–	171
2024 Q2	$222K	Buy	+4,611	New	+$243K	0.04%	144

Other funds holding GBTC

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Capital Advisors Wealth Management's GBTC Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 2,983 shares — an estimated $204K sold.

Capital Advisors Wealth Management first reported a position in GBTC in Q2 2024 and held it in 6 quarters. The position peaked at $314K in Q3 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Capital Advisors Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
Capital Advisors Wealth Management sold 2,983 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $204K.
Capital Advisors Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 6 quarters.
Capital Advisors Wealth Management's Grayscale Bitcoin Trust position peaked at $314K in Q3 2025.
658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.