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Foundation Wealth Management (Missouri)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Foundation Wealth Management (Missouri)’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 		$303K Hold
6,647
– – 0.18% 38
2026
Q1 		$351K Hold
6,647
– – 0.24% 34
2025
Q4 		$454K Hold
6,647
– – 0.3% 33
2025
Q3 		$597K Hold
6,647
– – 0.38% 28
2025
Q2 		$564K Hold
6,647
– – 0.39% 29
2025
Q1 		$433K Hold
6,647
– – 0.34% 28
2024
Q4 		$492K Hold
6,647
– – 0.38% 24
2024
Q3 		$336K Sell
6,647
-711
-10% -$34.6K 0.25% 29
2024
Q2 		$354K Hold
7,358
– – 0.28% 30
2024
Q1 		$420K Buy
+7,358
New +$324K 0.34% 26

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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
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

Foundation Wealth Management (Missouri)'s GBTC Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,647 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #38.

Foundation Wealth Management (Missouri) first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $597K in Q3 2025. 276 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 6,647 shares of Grayscale Bitcoin Trust worth $303K as of Q2 2026.
  • Foundation Wealth Management (Missouri) left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.18% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #38 holding.
  • Foundation Wealth Management (Missouri) first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Foundation Wealth Management (Missouri)'s Grayscale Bitcoin Trust position peaked at $597K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.