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Holos Integrated Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Holos Integrated Wealth’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 		$19.8K Hold
400
– – 0.01% 210
2026
Q1 		$21.5K Hold
400
– – 0.01% 206
2025
Q4 		$28.1K Hold
400
– – 0.02% 145
2025
Q3 		$36.6K Hold
400
– – 0.02% 129
2025
Q2 		$36.6K Hold
400
– – 0.02% 130
2025
Q1 		$26.1K Hold
400
– – 0.02% 143
2024
Q4 		$29.6K Buy
+400
New +$26.4K 0.02% 129

Other funds holding GBTC

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Holos Integrated Wealth's GBTC Position: Q2 2026 in Review

Holos Integrated Wealth held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 400 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #210.

Holos Integrated Wealth first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.6K in Q2 2025. 189 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Holos Integrated Wealth held 400 shares of Grayscale Bitcoin Trust worth $19.8K as of Q2 2026.
  • Holos Integrated Wealth left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #210 holding.
  • Holos Integrated Wealth first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Grayscale Bitcoin Trust position peaked at $36.6K in Q2 2025.
  • 189 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.