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Certuity’s Grayscale Bitcoin Trust GBTC Stock Holding History

Certuity’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 		– Sell
-4,695
Closed -$248K – 695
2026
Q1 		$248K Hold
4,695
– – 0.02% 521
2025
Q4 		$321K Buy
4,695
+725
+18% +$56.8K 0.02% 392
2025
Q3 		$356K Buy
3,970
+1,521
+62% +$137K 0.02% 343
2025
Q2 		$208K Buy
+2,449
New +$190K 0.02% 395

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
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

Certuity's GBTC Position: Q2 2026 in Review

Certuity sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,695 shares — an estimated $248K sold.

Certuity first reported a position in GBTC in Q2 2025 and held it in 4 quarters. The position peaked at $356K in Q3 2025. 230 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Certuity reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Certuity sold 4,695 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $248K.
  • Certuity first reported a position in Grayscale Bitcoin Trust in Q2 2025 and held it in 4 quarters.
  • Certuity's Grayscale Bitcoin Trust position peaked at $356K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.