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Silver Oak Securities’s Grayscale Bitcoin Trust GBTC Stock Holding History

Silver Oak Securities’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
Q1 		– Sell
-3,910
Closed -$268K – 819
2025
Q4 		$268K Buy
3,910
+220
+6% +$17.2K 0.02% 671
2025
Q3 		$331K Sell
3,690
-51
-1% -$4.59K 0.02% 553
2025
Q2 		$317K Sell
3,741
-1,614
-30% -$126K 0.03% 530
2025
Q1 		$354K Sell
5,355
-386
-7% -$28.5K 0.03% 459
2024
Q4 		$429K Buy
5,741
+1,034
+22% +$68.2K 0.04% 420
2024
Q3 		$243K Buy
4,707
+332
+8% +$16.2K 0.03% 462
2024
Q2 		$210K Buy
+4,375
New +$230K 0.03% 369

Other funds holding GBTC

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Silver Oak Securities's GBTC Position: Q1 2026 in Review

Silver Oak Securities sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,910 shares — an estimated $268K sold.

Silver Oak Securities first reported a position in GBTC in Q2 2024 and held it in 7 quarters. The position peaked at $429K in Q4 2024. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Silver Oak Securities reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 3,910 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $268K.
  • Silver Oak Securities first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 7 quarters.
  • Silver Oak Securities's Grayscale Bitcoin Trust position peaked at $429K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.