SOA Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

SOA Wealth 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	$101K	Sell	2,210 -189	-8%	-$10.5K	0.02%	282
2026 Q1	$127K	Hold	2,399	–	–	0.02%	249
2025 Q4	$164K	Sell	2,399 -107	-4%	-$8.39K	0.03%	227
2025 Q3	$225K	Sell	2,506 -235	-9%	-$21.1K	0.04%	193
2025 Q2	$233K	Buy	2,741 +23	+0.8%	+$1.79K	0.04%	184
2025 Q1	$177K	Hold	2,718	–	–	0.04%	203
2024 Q4	$201K	Hold	2,718	–	–	0.04%	181
2024 Q3	$137K	Sell	2,718 -579	-18%	-$28.2K	0.03%	220
2024 Q2	$159K	Buy	+3,297	New	+$174K	0.03%	202

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 $104B AUM 28.3% 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 40.89% 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

SOA Wealth Advisors's GBTC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 7.9% in Q2 2026, selling an estimated $10.5K and leaving 2,210 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #282.

SOA Wealth Advisors first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $233K in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

SOA Wealth Advisors held 2,210 shares of Grayscale Bitcoin Trust worth $101K as of Q2 2026.
SOA Wealth Advisors sold 189 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $10.5K.
Grayscale Bitcoin Trust made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #282 holding.
SOA Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
SOA Wealth Advisors's Grayscale Bitcoin Trust position peaked at $233K in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.