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

Stratos 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 Q1	–	Sell	-3,191	Closed	-$218K	–	633
2025 Q4	$218K	Sell	3,191 -266	-8%	-$20.8K	0.01%	610
2025 Q3	$310K	Sell	3,457 -701	-17%	-$63.1K	0.01%	545
2025 Q2	$353K	Sell	4,158 -68	-2%	-$5.29K	0.02%	509
2025 Q1	$275K	Buy	4,226 +418	+11%	+$30.8K	0.02%	566
2024 Q4	$282K	Sell	3,808 -2,999	-44%	-$198K	0.01%	592
2024 Q3	$344K	Sell	6,807 -753	-10%	-$36.7K	0.02%	586
2024 Q2	$364K	Sell	7,560 -219	-3%	-$11.5K	0.02%	542
2024 Q1	$444K	Buy	+7,779	New	+$342K	0.03%	485

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 $104B AUM 28.3% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Stratos Wealth Advisors's GBTC Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 3,191 shares — an estimated $218K sold.

Stratos Wealth Advisors first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $444K in Q1 2024. 658 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Stratos Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 3,191 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $218K.
Stratos Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
Stratos Wealth Advisors's Grayscale Bitcoin Trust position peaked at $444K in Q1 2024.
658 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.