EverSource Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

EverSource Wealth 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	$451K	Buy	9,911 +2,687	+37%	+$150K	0.02%	597
2026 Q1	$381K	Buy	7,224 +6,180	+592%	+$368K	0.01%	732
2025 Q4	$71.4K	Buy	1,044 +154	+17%	+$12.1K	﹤0.01%	1500
2025 Q3	$79.9K	Sell	890 -120	-12%	-$10.8K	﹤0.01%	1395
2025 Q2	$85.7K	Buy	1,010 +820	+432%	+$63.8K	﹤0.01%	1290
2025 Q1	$12.4K	Sell	190 -1,650	-90%	-$122K	﹤0.01%	1985
2024 Q4	$136K	Sell	1,840 -2,000	-52%	-$132K	0.01%	810
2024 Q3	$194K	Sell	3,840 -1,621	-30%	-$78.9K	0.01%	569
2024 Q2	$257K	Buy	5,461 +4,050	+287%	+$213K	0.02%	479
2024 Q1	$67K	Buy	+1,411	New	+$62.1K	0.01%	861

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

EverSource Wealth Advisors's GBTC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 37% in Q2 2026, buying an estimated $150K and bringing the position to 9,911 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #597.

EverSource Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

EverSource Wealth Advisors held 9,911 shares of Grayscale Bitcoin Trust worth $451K as of Q2 2026.
EverSource Wealth Advisors bought 2,687 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $150K.
Grayscale Bitcoin Trust made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #597 holding.
EverSource Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.