Financial Life Planners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Life Planners’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	$10.2K	Hold	224	–	–	0.01%	237
2026 Q1	$11.8K	Buy	+224	New	+$13.3K	0.01%	225
2025 Q4	–	Sell	-244	Closed	-$21.9K	–	159
2025 Q3	$21.9K	Buy	+244	New	+$22K	0.01%	200
2025 Q1	–	Sell	-824	Closed	-$61K	–	196
2024 Q4	$61K	Buy	+824	New	+$54.3K	0.05%	102

Other funds holding GBTC

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Financial Life Planners's GBTC Position: Q2 2026 in Review

Financial Life Planners held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 224 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #237.

Financial Life Planners first reported a position in GBTC in Q4 2024 and has held it in 4 quarters since. The position peaked at $61K in Q4 2024. 276 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Financial Life Planners held 224 shares of Grayscale Bitcoin Trust worth $10.2K as of Q2 2026.
Financial Life Planners left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #237 holding.
Financial Life Planners first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Grayscale Bitcoin Trust position peaked at $61K in Q4 2024.
276 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.