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Pacific Excel Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Pacific Excel 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 		$288K Buy
+6,325
New +$353K 0.11% 156

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

Pacific Excel Wealth Advisors's GBTC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 6,325 shares worth $288K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings.

603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Pacific Excel Wealth Advisors held 6,325 shares of Grayscale Bitcoin Trust worth $288K as of Q2 2026.
  • Grayscale Bitcoin Trust was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.