Flagstar Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Flagstar 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	–	Sell	-4,099	Closed	-$216K	–	180
2026 Q1	$216K	Buy	4,099 +845	+26%	+$50.3K	0.08%	168
2025 Q4	$222K	Sell	3,254 -954	-23%	-$74.8K	0.07%	169
2025 Q3	$378K	Sell	4,208 -793	-16%	-$71.4K	0.12%	139
2025 Q2	$424K	Sell	5,001 -629	-11%	-$48.9K	0.12%	139
2025 Q1	$367K	Sell	5,630 -1,873	-25%	-$138K	0.09%	158
2024 Q4	$555K	Buy	7,503 +31	+0.4%	+$2.04K	0.14%	124
2024 Q3	$377K	Sell	7,472 -583	-7%	-$28.4K	0.1%	158
2024 Q2	$387K	Sell	8,055 -561	-7%	-$29.5K	0.11%	146
2024 Q1	$492K	Buy	+8,616	New	+$379K	0.14%	124

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 $43.3B AUM 29.3% 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

Flagstar Advisors's GBTC Position: Q2 2026 in Review

Flagstar Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,099 shares — an estimated $216K sold.

Flagstar Advisors first reported a position in GBTC in Q1 2024 and held it in 9 quarters. The position peaked at $555K in Q4 2024. 246 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Flagstar Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Flagstar Advisors sold 4,099 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $216K.
Flagstar Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 9 quarters.
Flagstar Advisors's Grayscale Bitcoin Trust position peaked at $555K in Q4 2024.
246 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.