PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Grayscale Bitcoin Trust GBTC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$22.8K	Hold	500	–	–	0.01%	389
2026 Q1	$26.4K	Hold	500	–	–	0.01%	352
2025 Q4	$34.2K	Hold	500	–	–	0.01%	348
2025 Q3	$44.9K	Hold	500	–	–	0.01%	286
2025 Q2	$42.4K	Hold	500	–	–	0.01%	277
2025 Q1	$32.6K	Hold	500	–	–	0.01%	301
2024 Q4	$37K	Hold	500	–	–	0.01%	286
2024 Q3	$25.3K	Sell	500 -54	-10%	-$2.63K	0.01%	269
2024 Q2	$26.6K	Hold	554	–	–	0.02%	245
2024 Q1	$31.6K	Buy	+554	New	+$24.4K	0.02%	227

Other funds holding GBTC

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

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

KWA

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

OCPWS

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GBTC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 500 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #389.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.9K in Q3 2025. 373 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 500 shares of Grayscale Bitcoin Trust worth $22.8K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #389 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Grayscale Bitcoin Trust position peaked at $44.9K in Q3 2025.
373 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.