OneDigital Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

OneDigital 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	-3,527	Closed	-$241K	–	1522
2025 Q4	$241K	Sell	3,527 -203	-5%	-$15.9K	﹤0.01%	1338
2025 Q3	$335K	Buy	3,730 +479	+15%	+$43.1K	﹤0.01%	1120
2025 Q2	$276K	Sell	3,251 -216	-6%	-$16.8K	﹤0.01%	1210
2025 Q1	$226K	Sell	3,467 -1,262	-27%	-$93K	﹤0.01%	1276
2024 Q4	$350K	Sell	4,729 -905	-16%	-$59.7K	﹤0.01%	1054
2024 Q3	$285K	Sell	5,634 -1,533	-21%	-$74.6K	﹤0.01%	1180
2024 Q2	$345K	Sell	7,167 -107	-1%	-$5.63K	﹤0.01%	1040
2024 Q1	$415K	Buy	+7,274	New	+$320K	0.01%	805

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

MSRH LLC New York $113M AUM

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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

OneDigital Investment Advisors's GBTC Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,527 shares — an estimated $241K sold.

OneDigital Investment Advisors first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $415K in Q1 2024. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

OneDigital Investment Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 3,527 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $241K.
OneDigital Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
OneDigital Investment Advisors's Grayscale Bitcoin Trust position peaked at $415K in Q1 2024.
653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.