JWCA
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J.W. Cole Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

J.W. Cole Advisors’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
Q1 		– Sell
-10,283
Closed -$521K – 1023
2025
Q4 		$521K Buy
10,283
+78
+0.8% +$6.11K 0.01% 884
2025
Q3 		$916K Sell
10,205
-452
-4% -$40.7K 0.02% 751
2025
Q2 		$904K Buy
10,657
+2,774
+35% +$216K 0.02% 701
2025
Q1 		$514K Buy
7,883
+1,158
+17% +$85.4K 0.02% 761
2024
Q4 		$498K Buy
6,725
+98
+1% +$6.46K 0.02% 598
2024
Q3 		$335K Sell
6,627
-2,056
-24% -$100K 0.01% 740
2024
Q2 		$418K Sell
8,683
-1,268
-13% -$66.8K 0.02% 572
2024
Q1 		$566K Buy
+9,951
New +$438K 0.03% 500

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