Clearwater Capital Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Clearwater Capital 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 Q1	$908K	Buy	17,210 +7,437	+76%	+$443K	0.07%	78
2025 Q4	$668K	Hold	9,773	–	–	0.06%	96
2025 Q3	$877K	Sell	9,773 -25	-0.3%	-$2.25K	0.07%	86
2025 Q2	$831K	Sell	9,798 -15	-0.2%	-$1.17K	0.08%	85
2025 Q1	$640K	Sell	9,813 -147	-1%	-$10.8K	0.06%	95
2024 Q4	$737K	Sell	9,960 -49	-0.5%	-$3.23K	0.07%	87
2024 Q3	$505K	Sell	10,009 -2,156	-18%	-$105K	0.05%	110
2024 Q2	$585K	Sell	12,165 -1,581	-12%	-$83.3K	0.06%	89
2024 Q1	$784K	Buy	+13,746	New	+$605K	0.08%	77

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Clearwater Capital Advisors's GBTC Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 76% in Q1 2026, buying an estimated $443K and bringing the position to 17,210 shares worth $908K. The position accounts for 0.07% of the portfolio, ranked #78.

Clearwater Capital Advisors first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Clearwater Capital Advisors held 17,210 shares of Grayscale Bitcoin Trust worth $908K as of Q1 2026.
Clearwater Capital Advisors bought 7,437 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $443K.
Grayscale Bitcoin Trust made up 0.07% of Clearwater Capital Advisors's portfolio in Q1 2026, its #78 holding.
Clearwater Capital Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.