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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

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
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
VF
Virtu Financial New York $3.18B AUM 65.92% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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. 603 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.
  • 603 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.