Capital Investment Advisors
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Capital Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Capital Investment 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
Q1 		– Sell
-2,992
Closed -$205K – 766
2025
Q4 		$205K Buy
2,992
+64
+2% +$5.02K ﹤0.01% 693
2025
Q3 		$263K Sell
2,928
-500
-15% -$45K ﹤0.01% 628
2025
Q2 		$291K Buy
+3,428
New +$267K 0.01% 578

Other funds holding GBTC

Horizon Kinetics Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Capital Investment Advisors's GBTC Position: Q1 2026 in Review

Capital Investment Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 2,992 shares — an estimated $205K sold.

Capital Investment Advisors first reported a position in GBTC in Q2 2025 and held it in 3 quarters. The position peaked at $291K in Q2 2025. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Capital Investment Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 2,992 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $205K.
  • Capital Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2025 and held it in 3 quarters.
  • Capital Investment Advisors's Grayscale Bitcoin Trust position peaked at $291K in Q2 2025.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.