PFS Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

PFS Partners’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 Q3	$18.9K	Hold	292	–	–	0.01%	324
2026 Q2	$13.3K	Hold	292	–	–	0.01%	352
2026 Q1	$15.4K	Buy	292 +67	+30%	+$3.99K	0.01%	305
2025 Q4	$15.4K	Buy	225 +15	+7%	+$1.18K	0.01%	311
2025 Q3	$18.9K	Hold	210	–	–	0.01%	275
2025 Q2	$17.8K	Sell	210 -578	-73%	-$44.9K	0.01%	254
2025 Q1	$51.4K	Hold	788	–	–	0.03%	145
2024 Q4	$58.3K	Hold	788	–	–	0.03%	135
2024 Q3	$39.8K	Sell	788 -84	-10%	-$4.09K	0.02%	151
2024 Q2	$42K	Hold	872	–	–	0.03%	137
2024 Q1	$49.8K	Buy	+872	New	+$38.4K	0.03%	118

Other funds holding GBTC

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFS Partners's GBTC Position: Q3 2026 in Review

PFS Partners held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 292 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #324.

PFS Partners first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $58.3K in Q4 2024. 232 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

PFS Partners held 292 shares of Grayscale Bitcoin Trust worth $18.9K as of Q3 2026.
PFS Partners left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
Grayscale Bitcoin Trust made up 0.01% of PFS Partners's portfolio in Q3 2026, its #324 holding.
PFS Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
PFS Partners's Grayscale Bitcoin Trust position peaked at $58.3K in Q4 2024.
232 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.