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

Opal 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 		– Sell
-3,285
Closed -$173K – 369
2026
Q1 		$173K Hold
3,285
– – 0.04% 224
2025
Q4 		$225K Hold
3,285
– – 0.06% 185
2025
Q3 		$295K Hold
3,285
– – 0.08% 146
2025
Q2 		$279K Hold
3,285
– – 0.08% 149
2025
Q1 		$214K Sell
3,285
-660
-17% -$48.6K 0.07% 171
2024
Q4 		$292K Buy
+3,945
New +$260K 0.09% 131
2024
Q3 		– Sell
-4,367
Closed -$210K – 573
2024
Q2 		$210K Sell
4,367
-222
-5% -$11.7K 0.07% 170
2024
Q1 		$262K Buy
+4,589
New +$202K 0.09% 138

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 $104B AUM 28.3% 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 40.89% 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

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

Opal Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 3,285 shares — an estimated $173K sold.

Opal Wealth Advisors first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $295K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,285 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $173K.
  • Opal Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Opal Wealth Advisors's Grayscale Bitcoin Trust position peaked at $295K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.