15 Wealth Advisors LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

15 Wealth Advisors LLC’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	$1.45M	Buy	+22,458	New	+$1.24M	0.36%	39

Other funds holding GBTC

SDH

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

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

TIA

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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

15 Wealth Advisors LLC's GBTC Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 22,458 shares worth $1.45M. The stake represents 0.36% of the portfolio and ranks #39 among its holdings.

71 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

15 Wealth Advisors LLC held 22,458 shares of Grayscale Bitcoin Trust worth $1.45M as of Q3 2026.
Grayscale Bitcoin Trust was a new 15 Wealth Advisors LLC position in Q3 2026.
Grayscale Bitcoin Trust made up 0.36% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #39 holding.
71 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.