CA
GBTC icon

CoreCap Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

CoreCap 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 		$54.4K Sell
1,194
-203
-15% -$11.3K ﹤0.01% 1372
2026
Q1 		$73.7K Buy
1,397
+956
+217% +$56.9K ﹤0.01% 1152
2025
Q4 		$30.1K Buy
441
+272
+161% +$21.3K ﹤0.01% 1517
2025
Q3 		$15.2K Buy
+169
New +$15.2K ﹤0.01% 1772

Other funds holding GBTC

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors's GBTC Position: Q2 2026 in Review

CoreCap Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 15% in Q2 2026, selling an estimated $11.3K and leaving 1,194 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

CoreCap Advisors first reported a position in GBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $73.7K in Q1 2026. 189 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • CoreCap Advisors held 1,194 shares of Grayscale Bitcoin Trust worth $54.4K as of Q2 2026.
  • CoreCap Advisors sold 203 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $11.3K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1372 holding.
  • CoreCap Advisors first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Grayscale Bitcoin Trust position peaked at $73.7K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.