SJS Investment Consulting’s Grayscale Bitcoin Trust GBTC Stock Holding History

SJS Investment Consulting’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	$453K	Hold	9,946	–	–	0.05%	97
2026 Q1	$525K	Sell	9,946 -17,632	-64%	-$1.05M	0.06%	77
2025 Q4	$1.89M	Buy	27,578 +13	+0%	+$1.02K	0.24%	32
2025 Q3	$2.47M	Hold	27,565	–	–	0.34%	28
2025 Q2	$2.34M	Hold	27,565	–	–	0.37%	25
2025 Q1	$1.8M	Sell	27,565 -30,000	-52%	-$2.21M	0.31%	29
2024 Q4	$4.26M	Buy	57,565 +30,112	+110%	+$1.99M	0.74%	16
2024 Q3	$1.39M	Sell	27,453 -2,937	-10%	-$143K	0.24%	33
2024 Q2	$1.46M	Buy	30,390 +332	+1%	+$17.5K	0.28%	30
2024 Q1	$1.72M	Buy	+30,058	New	+$1.32M	0.34%	26

Other funds holding GBTC

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 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

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

RDWM

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

SJS Investment Consulting's GBTC Position: Q2 2026 in Review

SJS Investment Consulting held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 9,946 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #97.

SJS Investment Consulting first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.26M in Q4 2024. 234 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

SJS Investment Consulting held 9,946 shares of Grayscale Bitcoin Trust worth $453K as of Q2 2026.
SJS Investment Consulting left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.05% of SJS Investment Consulting's portfolio in Q2 2026, its #97 holding.
SJS Investment Consulting first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
SJS Investment Consulting's Grayscale Bitcoin Trust position peaked at $4.26M in Q4 2024.
234 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.