Copia Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Copia Wealth Management’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	$661K	Buy	14,531 +715	+5%	+$39.9K	0.4%	57
2026 Q1	$729K	Sell	13,816 -1,476	-10%	-$87.9K	0.5%	51
2025 Q4	$1.05M	Sell	15,292 -422	-3%	-$33.1K	0.75%	34
2025 Q3	$1.41M	Buy	15,714 +25	+0.2%	+$2.25K	1.05%	28
2025 Q2	$1.33M	Sell	15,689 -159	-1%	-$12.4K	1.12%	24
2025 Q1	$1.03M	Sell	15,848 -725	-4%	-$53.4K	0.96%	29
2024 Q4	$1.23M	Buy	+16,573	New	+$1.09M	1.17%	25

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 40.91% 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

Copia Wealth Management's GBTC Position: Q2 2026 in Review

Copia Wealth Management increased its Grayscale Bitcoin Trust (GBTC) stake by 5.2% in Q2 2026, buying an estimated $39.9K and bringing the position to 14,531 shares worth $661K. The position accounts for 0.4% of the portfolio, ranked #57.

Copia Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Copia Wealth Management held 14,531 shares of Grayscale Bitcoin Trust worth $661K as of Q2 2026.
Copia Wealth Management bought 715 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $39.9K.
Grayscale Bitcoin Trust made up 0.4% of Copia Wealth Management's portfolio in Q2 2026, its #57 holding.
Copia Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Grayscale Bitcoin Trust position peaked at $1.41M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.