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Stephen J. Garry & Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Stephen J. Garry & Associates’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 		$460K Hold
10,116
– – 0.34% 38
2026
Q1 		$534K Hold
10,116
– – 0.43% 35
2025
Q4 		$692K Hold
10,116
– – 0.55% 25
2025
Q3 		$908K Hold
10,116
– – 0.73% 24
2025
Q2 		$858K Sell
10,116
-440
-4% -$34.2K 0.74% 20
2025
Q1 		$688K Buy
10,556
+80
+0.8% +$5.9K 0.64% 22
2024
Q4 		$775K Buy
10,476
+2,038
+24% +$134K 0.72% 21
2024
Q3 		$426K Sell
8,438
-432
-5% -$21K 0.41% 28
2024
Q2 		$427K Buy
8,870
+1,304
+17% +$68.7K 0.43% 27
2024
Q1 		$432K Buy
+7,566
New +$333K 0.45% 27

Other funds holding GBTC

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stephen J. Garry & Associates's GBTC Position: Q2 2026 in Review

Stephen J. Garry & Associates held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 10,116 shares worth $460K. The position accounts for 0.34% of the portfolio, ranked #38.

Stephen J. Garry & Associates first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $908K in Q3 2025. 189 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Stephen J. Garry & Associates held 10,116 shares of Grayscale Bitcoin Trust worth $460K as of Q2 2026.
  • Stephen J. Garry & Associates left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.34% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #38 holding.
  • Stephen J. Garry & Associates first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Stephen J. Garry & Associates's Grayscale Bitcoin Trust position peaked at $908K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.