Soltis Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Soltis Investment 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	$831K	Sell	18,266 -933	-5%	-$52K	0.05%	271
2026 Q1	$1.01M	Sell	19,199 -320	-2%	-$19.1K	0.06%	216
2025 Q4	$1.33M	Sell	19,519 -908	-4%	-$71.2K	0.09%	183
2025 Q3	$1.83M	Buy	20,427 +339	+2%	+$30.5K	0.13%	147
2025 Q2	$1.7M	Buy	20,088 +113	+0.6%	+$8.79K	0.13%	136
2025 Q1	$1.3M	Sell	19,975 -456	-2%	-$33.6K	0.12%	153
2024 Q4	$1.51M	Buy	20,431 +611	+3%	+$40.3K	0.14%	142
2024 Q3	$1M	Sell	19,820 -594	-3%	-$28.9K	0.1%	155
2024 Q2	$982K	Sell	20,414 -3,837	-16%	-$202K	0.1%	151
2024 Q1	$1.38M	Buy	+24,251	New	+$1.07M	0.15%	136

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

Soltis Investment Advisors's GBTC Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 4.9% in Q2 2026, selling an estimated $52K and leaving 18,266 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #271.

Soltis Investment Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.83M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Soltis Investment Advisors held 18,266 shares of Grayscale Bitcoin Trust worth $831K as of Q2 2026.
Soltis Investment Advisors sold 933 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $52K.
Grayscale Bitcoin Trust made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #271 holding.
Soltis Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Soltis Investment Advisors's Grayscale Bitcoin Trust position peaked at $1.83M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.