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POM Investment Strategies’s Grayscale Bitcoin Trust GBTC Stock Holding History

POM Investment Strategies’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 		$55.8K Sell
1,225
-34
-3% -$1.9K 0.06% 83
2026
Q1 		$66.4K Buy
1,259
+20
+2% +$1.19K 0.08% 96
2025
Q4 		$84.7K Hold
1,239
– – 0.04% 50
2025
Q3 		$111K Hold
1,239
– – 0.06% 39
2025
Q2 		$105K Buy
1,239
+1,212
+4,489% +$94.2K 0.08% 30
2025
Q1 		$1.76K Hold
27
– – ﹤0.01% 164
2024
Q4 		$2K Buy
+27
New +$1.78K ﹤0.01% 276

Other funds holding GBTC

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

POM Investment Strategies's GBTC Position: Q2 2026 in Review

POM Investment Strategies reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.7% in Q2 2026, selling an estimated $1.9K and leaving 1,225 shares worth $55.8K. The position accounts for 0.06% of the portfolio, ranked #83.

POM Investment Strategies first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q3 2025. 277 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • POM Investment Strategies held 1,225 shares of Grayscale Bitcoin Trust worth $55.8K as of Q2 2026.
  • POM Investment Strategies sold 34 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.9K.
  • Grayscale Bitcoin Trust made up 0.06% of POM Investment Strategies's portfolio in Q2 2026, its #83 holding.
  • POM Investment Strategies first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • POM Investment Strategies's Grayscale Bitcoin Trust position peaked at $111K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.