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Strategies Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Strategies 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
Q2 		$282K Hold
6,205
– – 0.03% 170
2026
Q1 		$327K Hold
6,205
– – 0.03% 131
2025
Q4 		$424K Buy
6,205
+215
+4% +$16.9K 0.04% 113
2025
Q3 		$538K Sell
5,990
-1,170
-16% -$105K 0.06% 101
2025
Q2 		$607K Hold
7,160
– – 0.07% 86
2025
Q1 		$467K Hold
7,160
– – 0.06% 99
2024
Q4 		$552K Buy
7,160
+1,020
+17% +$67.2K 0.07% 75
2024
Q3 		$310K Sell
6,140
-491
-7% -$23.9K 0.04% 76
2024
Q2 		$319K Sell
6,631
-8,632
-57% -$455K 0.05% 74
2024
Q1 		$871K Buy
+15,263
New +$672K 0.13% 43

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Strategies Wealth Advisors's GBTC Position: Q2 2026 in Review

Strategies Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,205 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #170.

Strategies Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $871K in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Strategies Wealth Advisors held 6,205 shares of Grayscale Bitcoin Trust worth $282K as of Q2 2026.
  • Strategies Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Strategies Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Strategies Wealth Advisors's Grayscale Bitcoin Trust position peaked at $871K in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.