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

Stratos Wealth Partners’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	$574K	Sell	12,609 -867	-6%	-$48.3K	0.01%	1080
2026 Q1	$711K	Sell	13,476 -2,101	-13%	-$125K	0.01%	931
2025 Q4	$1.06M	Sell	15,577 -5,235	-25%	-$410K	0.01%	749
2025 Q3	$1.87M	Sell	20,812 -457	-2%	-$41.1K	0.02%	552
2025 Q2	$1.8M	Sell	21,269 -3,750	-15%	-$292K	0.02%	526
2025 Q1	$1.63M	Buy	25,019 +5,405	+28%	+$398K	0.02%	503
2024 Q4	$1.45M	Sell	19,614 -1,239	-6%	-$81.7K	0.02%	566
2024 Q3	$1.05M	Sell	20,853 -1,597	-7%	-$77.7K	0.02%	665
2024 Q2	$1.08M	Sell	22,450 -598	-3%	-$31.5K	0.02%	622
2024 Q1	$1.32M	Buy	+23,048	New	+$1.01M	0.02%	557

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 $103B AUM 28.65% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stratos Wealth Partners's GBTC Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 6.4% in Q2 2026, selling an estimated $48.3K and leaving 12,609 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #1080.

Stratos Wealth Partners first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Stratos Wealth Partners held 12,609 shares of Grayscale Bitcoin Trust worth $574K as of Q2 2026.
Stratos Wealth Partners sold 867 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $48.3K.
Grayscale Bitcoin Trust made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1080 holding.
Stratos Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Stratos Wealth Partners's Grayscale Bitcoin Trust position peaked at $1.87M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.