Sequoia Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sequoia Financial 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 Q2	$4.38M	Sell	96,213 -30,963	-24%	-$1.73M	0.02%	380
2026 Q1	$6.71M	Buy	127,176 +8,231	+7%	+$490K	0.04%	268
2025 Q4	$8.13M	Sell	118,945 -1,156	-1%	-$90.6K	0.05%	230
2025 Q3	$10.8M	Sell	120,101 -1,437	-1%	-$129K	0.07%	187
2025 Q2	$10.3M	Sell	121,538 -3,739	-3%	-$291K	0.07%	188
2025 Q1	$8.16M	Buy	125,277 +9,230	+8%	+$680K	0.06%	215
2024 Q4	$8.59M	Sell	116,047 -64,021	-36%	-$4.22M	0.08%	193
2024 Q3	$9.09M	Sell	180,068 -13,599	-7%	-$662K	0.1%	159
2024 Q2	$9.31M	Sell	193,667 -31	-0%	-$1.63K	0.11%	140
2024 Q1	$11.1M	Buy	+193,698	New	+$8.52M	0.14%	133

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

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

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sequoia Financial Advisors's GBTC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 24% in Q2 2026, selling an estimated $1.73M and leaving 96,213 shares worth $4.38M. The position accounts for 0.02% of the portfolio, ranked #380.

Sequoia Financial Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.1M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Sequoia Financial Advisors held 96,213 shares of Grayscale Bitcoin Trust worth $4.38M as of Q2 2026.
Sequoia Financial Advisors sold 30,963 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.73M.
Grayscale Bitcoin Trust made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #380 holding.
Sequoia Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's Grayscale Bitcoin Trust position peaked at $11.1M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.