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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
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 $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SOA Wealth Advisors's GBTC Position: Q1 2026 in Review

SOA Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 2,399 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #249.

SOA Wealth Advisors first reported a position in GBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $233K in Q2 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • SOA Wealth Advisors held 2,399 shares of Grayscale Bitcoin Trust worth $127K as of Q1 2026.
  • SOA Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
  • Grayscale Bitcoin Trust made up 0.02% of SOA Wealth Advisors's portfolio in Q1 2026, its #249 holding.
  • SOA Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • SOA Wealth Advisors's Grayscale Bitcoin Trust position peaked at $233K in Q2 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.