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Laurel Wealth Advisors (North Carolina)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-65
Closed -$4.44K – 364
2025
Q4 		$4.44K Buy
+65
New +$5.09K ﹤0.01% 554
2025
Q2 		– Sell
-65
Closed -$4.24K – 367
2025
Q1 		$4.24K Sell
65
-9
-12% -$663 ﹤0.01% 546
2024
Q4 		$5.48K Hold
74
– – ﹤0.01% 543
2024
Q3 		$3.74K Sell
74
-8
-10% -$389 ﹤0.01% 546
2024
Q2 		$3.94K Hold
82
– – ﹤0.01% 507
2024
Q1 		$4.67K Buy
+82
New +$3.61K ﹤0.01% 495

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HighTower Advisors
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s GBTC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 65 shares — an estimated $4.44K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $5.48K in Q4 2024. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 65 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $4.44K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Grayscale Bitcoin Trust position peaked at $5.48K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.