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NavPoint Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

NavPoint Financial’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 		$601K Hold
13,200
– – 0.22% 50
2026
Q1 		$696K Hold
13,200
– – 0.28% 49
2025
Q4 		$902K Buy
13,200
+10,600
+408% +$831K 0.39% 44
2025
Q3 		$233K Hold
2,600
– – 0.12% 57
2025
Q2 		$221K Buy
+2,600
New +$202K 0.13% 55

Other funds holding GBTC

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 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

NavPoint Financial's GBTC Position: Q2 2026 in Review

NavPoint Financial held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 13,200 shares worth $601K. The position accounts for 0.22% of the portfolio, ranked #50.

NavPoint Financial first reported a position in GBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $902K in Q4 2025. 259 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • NavPoint Financial held 13,200 shares of Grayscale Bitcoin Trust worth $601K as of Q2 2026.
  • NavPoint Financial left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.22% of NavPoint Financial's portfolio in Q2 2026, its #50 holding.
  • NavPoint Financial first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • NavPoint Financial's Grayscale Bitcoin Trust position peaked at $902K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.