RVW Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

RVW Wealth’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	$313K	Hold	6,872	–	–	0.02%	144
2026 Q1	$363K	Hold	6,872	–	–	0.03%	127
2025 Q4	$470K	Sell	6,872 -187	-3%	-$14.7K	0.04%	114
2025 Q3	$634K	Hold	7,059	–	–	0.05%	90
2025 Q2	$599K	Hold	7,059	–	–	0.05%	87
2025 Q1	$460K	Hold	7,059	–	–	0.04%	98
2024 Q4	$523K	Buy	7,059 +100	+1%	+$6.59K	0.05%	87
2024 Q3	$351K	Sell	6,959 -745	-10%	-$36.3K	0.03%	114
2024 Q2	$370K	Buy	+7,704	New	+$406K	0.04%	108

Other funds holding GBTC

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RVW Wealth's GBTC Position: Q2 2026 in Review

RVW Wealth held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,872 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #144.

RVW Wealth first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $634K in Q3 2025. 97 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

RVW Wealth held 6,872 shares of Grayscale Bitcoin Trust worth $313K as of Q2 2026.
RVW Wealth left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #144 holding.
RVW Wealth first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
RVW Wealth's Grayscale Bitcoin Trust position peaked at $634K in Q3 2025.
97 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.