Sound Income Strategies’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sound Income Strategies’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	–	Sell	-3,031	Closed	-$161K	–	1205
2026 Q1	$161K	Sell	3,031 -200	-6%	-$11.9K	0.01%	464
2025 Q4	$241K	Sell	3,231 -2,613	-45%	-$205K	0.01%	374
2025 Q3	$555K	Sell	5,844 -115	-2%	-$10.3K	0.03%	184
2025 Q2	$506K	Buy	5,959 +1,496	+34%	+$116K	0.03%	184
2025 Q1	$291K	Hold	4,463	–	–	0.02%	234
2024 Q4	$330K	Sell	4,463 -188	-4%	-$12.4K	0.02%	193
2024 Q3	$235K	Sell	4,651 -192	-4%	-$9.35K	0.02%	222
2024 Q2	$233K	Buy	4,843 +1,219	+34%	+$64.2K	0.01%	213
2024 Q1	$207K	Buy	+3,624	New	+$159K	0.02%	213

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 $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Sound Income Strategies's GBTC Position: Q2 2026 in Review

Sound Income Strategies sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 3,031 shares — an estimated $161K sold.

Sound Income Strategies first reported a position in GBTC in Q1 2024 and held it in 9 quarters. The position peaked at $555K in Q3 2025. 276 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Sound Income Strategies reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 3,031 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $161K.
Sound Income Strategies first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 9 quarters.
Sound Income Strategies's Grayscale Bitcoin Trust position peaked at $555K in Q3 2025.
276 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.