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Cary Street Partners Investment Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cary Street Partners Investment Advisory’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 		$10K Sell
220
-212
-49% -$11.8K ﹤0.01% 689
2026
Q1 		$22.8K Hold
432
– – 0.01% 605
2025
Q4 		$29.5K Buy
+432
New +$33.9K 0.01% 566

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MC
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KWA
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Wealthfront Advisers
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OCPWS
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BFA
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Cambridge Investment Research Advisors
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Cary Street Partners Investment Advisory's GBTC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Grayscale Bitcoin Trust (GBTC) stake by 49% in Q2 2026, selling an estimated $11.8K and leaving 220 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Cary Street Partners Investment Advisory first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q4 2025. 402 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 220 shares of Grayscale Bitcoin Trust worth $10K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 212 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $11.8K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #689 holding.
  • Cary Street Partners Investment Advisory first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Cary Street Partners Investment Advisory's Grayscale Bitcoin Trust position peaked at $29.5K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.