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Capital Analysts LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Capital Analysts LLC’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 		$10K Hold
192
– – ﹤0.01% 1256
2025
Q4 		$13K Hold
192
– – ﹤0.01% 1192
2025
Q3 		$17K Hold
192
– – ﹤0.01% 1104
2025
Q2 		$16K Hold
192
– – ﹤0.01% 1061
2025
Q1 		$13K Buy
192
+62
+48% +$4.57K ﹤0.01% 1080
2024
Q4 		$10K Hold
130
– – ﹤0.01% 1057
2024
Q3 		$7K Buy
+130
New +$6.33K ﹤0.01% 1082

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Capital Analysts LLC's GBTC Position: Q1 2026 in Review

Capital Analysts LLC held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 192 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Capital Analysts LLC first reported a position in GBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $17K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Capital Analysts LLC held 192 shares of Grayscale Bitcoin Trust worth $10K as of Q1 2026.
  • Capital Analysts LLC left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1256 holding.
  • Capital Analysts LLC first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Capital Analysts LLC's Grayscale Bitcoin Trust position peaked at $17K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.