Coppell Advisory Solutions’s Grayscale Bitcoin Trust GBTC Stock Holding History

Coppell Advisory Solutions’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	$216K	Buy	+815	New	+$45.4K	0.02%	424
2026 Q1	–	Sell	-10,467	Closed	-$718K	–	159
2025 Q4	$718K	Sell	10,467 -1,340	-11%	-$105K	0.07%	210
2025 Q3	$1.06M	Buy	11,807 +4,969	+73%	+$447K	0.11%	166
2025 Q2	$575K	Sell	6,838 -55	-0.8%	-$4.28K	0.07%	221
2025 Q1	$519K	Sell	6,893 -99	-1%	-$7.3K	0.07%	205
2024 Q4	$522K	Sell	6,992 -3,362	-32%	-$222K	0.07%	166
2024 Q3	$542K	Sell	10,354 -1,108	-10%	-$53.9K	0.08%	162
2024 Q2	$551K	Buy	+11,462	New	+$604K	0.09%	148

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 $103B AUM 28.65% 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

Coppell Advisory Solutions's GBTC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 815 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #424 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in GBTC as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in GBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Coppell Advisory Solutions held 815 shares of Grayscale Bitcoin Trust worth $216K as of Q2 2026.
Grayscale Bitcoin Trust was a new Coppell Advisory Solutions position in Q2 2026.
Grayscale Bitcoin Trust made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #424 holding.
Coppell Advisory Solutions first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
Coppell Advisory Solutions's Grayscale Bitcoin Trust position peaked at $1.06M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.