Financial Perspectives’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Perspectives’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 Q3	$22.8K	Hold	353	–	–	0.01%	450
2026 Q2	$16.1K	Hold	353	–	–	﹤0.01%	488
2026 Q1	$18.6K	Hold	353	–	–	0.01%	444
2025 Q4	$24.1K	Sell	353 -32	-8%	-$2.51K	0.01%	410
2025 Q3	$34.6K	Hold	385	–	–	0.01%	363
2025 Q2	$32.7K	Hold	385	–	–	0.01%	362
2025 Q1	$25.1K	Sell	385 -100	-21%	-$7.37K	0.01%	380
2024 Q4	$35.9K	Hold	485	–	–	0.01%	337
2024 Q3	$24.5K	Sell	485 -52	-10%	-$2.53K	0.01%	364
2024 Q2	$25.8K	Sell	537 -2,671	-83%	-$141K	0.01%	347
2024 Q1	$183K	Buy	+3,208	New	+$141K	0.07%	146

Other funds holding GBTC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Financial Perspectives's GBTC Position: Q3 2026 in Review

Financial Perspectives held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 353 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #450.

Financial Perspectives first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $183K in Q1 2024. 462 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Financial Perspectives held 353 shares of Grayscale Bitcoin Trust worth $22.8K as of Q3 2026.
Financial Perspectives left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
Grayscale Bitcoin Trust made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #450 holding.
Financial Perspectives first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Financial Perspectives's Grayscale Bitcoin Trust position peaked at $183K in Q1 2024.
462 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.