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 Q2	$782K	Sell	17,173 -37	-0.2%	-$2.06K	0.06%	97
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 $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

Clearwater Capital Advisors's GBTC Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.21% in Q2 2026, selling an estimated $2.06K and leaving 17,173 shares worth $782K. The position accounts for 0.06% of the portfolio, ranked #97.

Clearwater Capital Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $908K in Q1 2026. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Clearwater Capital Advisors held 17,173 shares of Grayscale Bitcoin Trust worth $782K as of Q2 2026.
Clearwater Capital Advisors sold 37 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $2.06K.
Grayscale Bitcoin Trust made up 0.06% of Clearwater Capital Advisors's portfolio in Q2 2026, its #97 holding.
Clearwater Capital Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Clearwater Capital Advisors's Grayscale Bitcoin Trust position peaked at $908K in Q1 2026.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.