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OakTrust Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

OakTrust Wealth 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
Q2 		$848K Hold
18,627
– – 0.73% 24
2026
Q1 		$983K Hold
18,627
– – 0.89% 21
2025
Q4 		$1.27M Buy
+18,627
New +$1.46M 1.18% 18

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

OakTrust Wealth Advisors's GBTC Position: Q2 2026 in Review

OakTrust Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 18,627 shares worth $848K. The position accounts for 0.73% of the portfolio, ranked #24.

OakTrust Wealth Advisors first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 593 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • OakTrust Wealth Advisors held 18,627 shares of Grayscale Bitcoin Trust worth $848K as of Q2 2026.
  • OakTrust Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.73% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • OakTrust Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • OakTrust Wealth Advisors's Grayscale Bitcoin Trust position peaked at $1.27M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.