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Private Capital Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Private Capital 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
Q3 		$697K Sell
10,798
-3,200
-23% -$176K 0.06% 46
2026
Q2 		$637K Hold
13,998
– – 0.06% 48
2026
Q1 		$739K Buy
+13,998
New +$834K 0.08% 43

Other funds holding GBTC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Private Capital Advisors's GBTC Position: Q3 2026 in Review

Private Capital Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 23% in Q3 2026, selling an estimated $176K and leaving 10,798 shares worth $697K. The position accounts for 0.06% of the portfolio, ranked #46.

Private Capital Advisors first reported a position in GBTC in Q1 2026 and has held it in 3 quarters since. The position peaked at $739K in Q1 2026. 31 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Private Capital Advisors held 10,798 shares of Grayscale Bitcoin Trust worth $697K as of Q3 2026.
  • Private Capital Advisors sold 3,200 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $176K.
  • Grayscale Bitcoin Trust made up 0.06% of Private Capital Advisors's portfolio in Q3 2026, its #46 holding.
  • Private Capital Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • Private Capital Advisors's Grayscale Bitcoin Trust position peaked at $739K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Private Capital Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.