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 Q3	$25.3K	Hold	400	–	–	0.01%	205
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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Variant Private Wealth Tysons, Virginia $113M AUM 20% 1-Year Est. Return

Holos Integrated Wealth's GBTC Position: Q3 2026 in Review

Holos Integrated Wealth held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 400 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #205.

Holos Integrated Wealth first reported a position in GBTC in Q4 2024 and has held it in 8 quarters since. The position peaked at $36.6K in Q2 2025. 191 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Holos Integrated Wealth held 400 shares of Grayscale Bitcoin Trust worth $25.3K as of Q3 2026.
Holos Integrated Wealth left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
Grayscale Bitcoin Trust made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #205 holding.
Holos Integrated Wealth first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Grayscale Bitcoin Trust position peaked at $36.6K in Q2 2025.
191 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.