Gladstone Institutional Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

Gladstone Institutional Advisory’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	$243K	Hold	5,337	–	–	0.01%	804
2026 Q1	$282K	Buy	+5,337	New	+$318K	0.01%	687
2025 Q4	–	Sell	-2,650	Closed	-$238K	–	816
2025 Q3	$238K	Buy	2,650 +50	+2%	+$4.5K	0.01%	718
2025 Q2	$221K	Buy	+2,600	New	+$202K	0.01%	687

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

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

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Gladstone Institutional Advisory's GBTC Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 5,337 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #804.

Gladstone Institutional Advisory first reported a position in GBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q1 2026. 207 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Gladstone Institutional Advisory held 5,337 shares of Grayscale Bitcoin Trust worth $243K as of Q2 2026.
Gladstone Institutional Advisory left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #804 holding.
Gladstone Institutional Advisory first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
Gladstone Institutional Advisory's Grayscale Bitcoin Trust position peaked at $282K in Q1 2026.
207 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.