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Salem Investment Counselors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Salem Investment Counselors’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 		$75K Hold
1,648
– – ﹤0.01% 545
2026
Q1 		$86.9K Buy
+1,648
New +$98.1K ﹤0.01% 507
2025
Q4 		– Sell
-1,773
Closed -$159K – 679
2025
Q3 		$159K Hold
1,773
– – ﹤0.01% 393
2025
Q2 		$150K Hold
1,773
– – ﹤0.01% 398
2025
Q1 		$116K Hold
1,773
– – ﹤0.01% 428
2024
Q4 		$131K Hold
1,773
– – ﹤0.01% 416
2024
Q3 		$89.5K Sell
1,773
-190
-10% -$9.25K ﹤0.01% 475
2024
Q2 		$94.4K Hold
1,963
– – ﹤0.01% 456
2024
Q1 		$112K Buy
+1,963
New +$86.4K ﹤0.01% 435

Other funds holding GBTC

MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
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

Salem Investment Counselors's GBTC Position: Q2 2026 in Review

Salem Investment Counselors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,648 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Salem Investment Counselors first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $159K in Q3 2025. 287 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Salem Investment Counselors held 1,648 shares of Grayscale Bitcoin Trust worth $75K as of Q2 2026.
  • Salem Investment Counselors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #545 holding.
  • Salem Investment Counselors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Salem Investment Counselors's Grayscale Bitcoin Trust position peaked at $159K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.