Cypress Wealth Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cypress Wealth Services’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	$353K	Hold	7,762	–	–	0.04%	300
2026 Q1	$410K	Sell	7,762 -150	-2%	-$8.93K	0.06%	250
2025 Q4	$541K	Hold	7,912	–	–	0.07%	203
2025 Q3	$710K	Hold	7,912	–	–	0.12%	133
2025 Q2	$671K	Hold	7,912	–	–	0.12%	133
2025 Q1	$516K	Hold	7,912	–	–	0.1%	152
2024 Q4	$586K	Sell	7,912 -150	-2%	-$9.89K	0.12%	133
2024 Q3	$407K	Sell	8,062 -1,202	-13%	-$58.5K	0.08%	172
2024 Q2	$446K	Sell	9,264 -554	-6%	-$29.2K	0.1%	156
2024 Q1	$560K	Buy	+9,818	New	+$432K	0.13%	128

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

Cypress Wealth Services's GBTC Position: Q2 2026 in Review

Cypress Wealth Services held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 7,762 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #300.

Cypress Wealth Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $710K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Cypress Wealth Services held 7,762 shares of Grayscale Bitcoin Trust worth $353K as of Q2 2026.
Cypress Wealth Services left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #300 holding.
Cypress Wealth Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Cypress Wealth Services's Grayscale Bitcoin Trust position peaked at $710K in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.