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Nova Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Nova Wealth Management’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 		$66K Hold
1,450
– – 0.04% 205
2026
Q1 		$76.5K Hold
1,450
– – 0.05% 182
2025
Q4 		$99.1K Hold
1,450
– – 0.07% 168
2025
Q3 		$130K Hold
1,450
– – 0.09% 154
2025
Q2 		$123K Hold
1,450
– – 0.09% 157
2025
Q1 		$94.5K Hold
1,450
– – 0.08% 156
2024
Q4 		$107K Buy
+1,450
New +$95.6K 0.09% 133

Other funds holding GBTC

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Nova Wealth Management's GBTC Position: Q2 2026 in Review

Nova Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,450 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #205.

Nova Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $130K in Q3 2025. 97 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Nova Wealth Management held 1,450 shares of Grayscale Bitcoin Trust worth $66K as of Q2 2026.
  • Nova Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.04% of Nova Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Nova Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Grayscale Bitcoin Trust position peaked at $130K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.