GoalVest Advisory
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GoalVest Advisory’s Osprey Bitcoin Trust OBTC Stock Holding History

GoalVest Advisory’s Portfolio OBTC Stock Details OBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-173
Closed -$3.26K – 787
2026
Q2 		$3.26K Buy
+173
New +$3.99K ﹤0.01% 412

Other funds holding OBTC

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

GoalVest Advisory's OBTC Position: Q3 2026 in Review

GoalVest Advisory sold out of Osprey Bitcoin Trust (OBTC) in Q3 2026, closing a stake of 173 shares — an estimated $3.26K sold.

GoalVest Advisory first reported a position in OBTC in Q2 2026 and held it in 1 quarter. The position peaked at $3.26K in Q2 2026. 3 funds tracked by Wall St. Rank hold OBTC as of Q3 2026.

  • GoalVest Advisory reported no remaining Osprey Bitcoin Trust position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 173 Osprey Bitcoin Trust shares in Q3 2026, an estimated $3.26K.
  • GoalVest Advisory first reported a position in Osprey Bitcoin Trust in Q2 2026 and held it in 1 quarter.
  • GoalVest Advisory's Osprey Bitcoin Trust position peaked at $3.26K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.