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 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 $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Opal Wealth Advisors's GBTC Position: Q1 2026 in Review

Opal Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 3,285 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #224.

Opal Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $295K in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Opal Wealth Advisors held 3,285 shares of Grayscale Bitcoin Trust worth $173K as of Q1 2026.
Opal Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
Grayscale Bitcoin Trust made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #224 holding.
Opal Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Opal Wealth Advisors's Grayscale Bitcoin Trust position peaked at $295K in Q3 2025.
650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.