Mountain Capital Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Mountain Capital Investment 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	-3,904	Closed	-$273K	–	93
2025 Q4	$273K	Sell	3,904 -15	-0.4%	-$1.18K	0.04%	68
2025 Q3	$361K	Hold	3,919	–	–	0.06%	53
2025 Q2	$325K	Sell	3,919 -1	-0%	-$78	0.06%	46
2025 Q1	$290K	Sell	3,920 -1	-0%	-$74	0.06%	43
2024 Q4	$326K	Sell	3,921 -353	-8%	-$23.3K	0.07%	39
2024 Q3	$304K	Sell	4,274 -613	-13%	-$29.8K	0.07%	41
2024 Q2	$249K	Buy	4,887 +56	+1%	+$2.95K	0.06%	40
2024 Q1	$268K	Buy	+4,831	New	+$213K	0.08%	35

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Mountain Capital Investment Advisors's GBTC Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,904 shares — an estimated $273K sold.

Mountain Capital Investment Advisors first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $361K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Mountain Capital Investment Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,904 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $273K.
Mountain Capital Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
Mountain Capital Investment Advisors's Grayscale Bitcoin Trust position peaked at $361K in Q3 2025.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.