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Quaker Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-57
Closed -$3.71K – 1189
2025
Q1 		$3.71K Buy
+57
New +$4.2K ﹤0.01% 360

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KWA
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OCPWS
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Quaker Wealth Management's GBTC Position: Q2 2026 in Review

Quaker Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 149 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Quaker Wealth Management first reported a position in GBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.34K in Q3 2025. 246 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Quaker Wealth Management held 149 shares of Grayscale Bitcoin Trust worth $6.78K as of Q2 2026.
  • Quaker Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Quaker Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Grayscale Bitcoin Trust position peaked at $9.34K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.