Sterling Investment Counsel’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sterling Investment Counsel’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	$212K	Hold	4,665	–	–	0.05%	189
2026 Q1	$246K	Hold	4,665	–	–	0.07%	174
2025 Q4	$319K	Hold	4,665	–	–	0.09%	140
2025 Q3	$419K	Hold	4,665	–	–	0.13%	85
2025 Q2	$396K	Hold	4,665	–	–	0.23%	72
2025 Q1	$304K	Buy	+4,665	New	+$344K	0.1%	132
2024 Q4	–	Sell	-4,803	Closed	-$243K	–	142
2024 Q3	$243K	Sell	4,803 -547	-10%	-$26.6K	0.09%	145
2024 Q2	$257K	Buy	5,350 +11	+0.2%	+$579	0.1%	132
2024 Q1	$305K	Buy	+5,339	New	+$235K	0.14%	117

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 $43.3B AUM 29.3% 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

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Sterling Investment Counsel's GBTC Position: Q2 2026 in Review

Sterling Investment Counsel held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 4,665 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #189.

Sterling Investment Counsel first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $419K in Q3 2025. 230 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Sterling Investment Counsel held 4,665 shares of Grayscale Bitcoin Trust worth $212K as of Q2 2026.
Sterling Investment Counsel left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.05% of Sterling Investment Counsel's portfolio in Q2 2026, its #189 holding.
Sterling Investment Counsel first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Sterling Investment Counsel's Grayscale Bitcoin Trust position peaked at $419K in Q3 2025.
230 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.