Carolina Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Carolina Wealth 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 Q2	$10.7K	Hold	235	–	–	﹤0.01%	188
2026 Q1	$12.4K	Hold	235	–	–	0.01%	167
2025 Q4	$16.1K	Hold	235	–	–	0.01%	161
2025 Q3	$21.1K	Hold	235	–	–	0.01%	140
2025 Q2	$19.9K	Hold	235	–	–	0.01%	120
2025 Q1	$15.3K	Hold	235	–	–	0.01%	123
2024 Q4	$17.4K	Hold	235	–	–	0.01%	129
2024 Q3	$11.9K	Sell	235 -25	-10%	-$1.22K	0.01%	162
2024 Q2	$12.5K	Buy	+260	New	+$13.7K	0.01%	131

Other funds holding GBTC

HKAM

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Carolina Wealth Advisors's GBTC Position: Q2 2026 in Review

Carolina Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 235 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Carolina Wealth Advisors first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.1K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Carolina Wealth Advisors held 235 shares of Grayscale Bitcoin Trust worth $10.7K as of Q2 2026.
Carolina Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Carolina Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Carolina Wealth Advisors's Grayscale Bitcoin Trust position peaked at $21.1K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.