Capital Investment Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Capital Investment Advisory Services’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	$237K	Sell	5,216 -1,515	-23%	-$84.5K	0.01%	664
2026 Q1	$355K	Hold	6,731	–	–	0.03%	471
2025 Q4	$460K	Buy	6,731 +860	+15%	+$67.4K	0.03%	397
2025 Q3	$527K	Hold	5,871	–	–	0.04%	352
2025 Q2	$498K	Buy	5,871 +460	+9%	+$35.8K	0.04%	348
2025 Q1	$353K	Buy	5,411 +1,825	+51%	+$135K	0.03%	391
2024 Q4	$265K	Sell	3,586 -970	-21%	-$63.9K	0.03%	436
2024 Q3	$230K	Buy	4,556 +238	+6%	+$11.6K	0.02%	468
2024 Q2	$208K	Buy	4,318 +600	+16%	+$31.6K	0.02%	487
2024 Q1	$212K	Buy	+3,718	New	+$164K	0.02%	470

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Capital Investment Advisory Services's GBTC Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 23% in Q2 2026, selling an estimated $84.5K and leaving 5,216 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #664.

Capital Investment Advisory Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $527K in Q3 2025. 202 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Capital Investment Advisory Services held 5,216 shares of Grayscale Bitcoin Trust worth $237K as of Q2 2026.
Capital Investment Advisory Services sold 1,515 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $84.5K.
Grayscale Bitcoin Trust made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #664 holding.
Capital Investment Advisory Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Capital Investment Advisory Services's Grayscale Bitcoin Trust position peaked at $527K in Q3 2025.
202 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.