TRUE Private Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

TRUE Private 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	$1.01M	Buy	22,162 +11	+0%	+$613	0.09%	131
2026 Q1	$1.17M	Buy	22,151 +34	+0.2%	+$2.02K	0.11%	110
2025 Q4	$1.51M	Sell	22,117 -40	-0.2%	-$3.13K	0.15%	94
2025 Q3	$1.99M	Buy	22,157 +300	+1%	+$27K	0.2%	78
2025 Q2	$1.85M	Sell	21,857 -550	-2%	-$42.8K	0.21%	77
2025 Q1	$1.46M	Sell	22,407 -311	-1%	-$22.9K	0.18%	77
2024 Q4	$1.68M	Sell	22,718 -1,141	-5%	-$75.2K	0.2%	75
2024 Q3	$1.2M	Sell	23,859 -3,874	-14%	-$189K	0.14%	86
2024 Q2	$1.33M	Buy	+27,733	New	+$1.46M	0.15%	85

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

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

TRUE Private Wealth Advisors's GBTC Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 0.05% in Q2 2026, buying an estimated $613 and bringing the position to 22,162 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #131.

TRUE Private Wealth Advisors first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

TRUE Private Wealth Advisors held 22,162 shares of Grayscale Bitcoin Trust worth $1.01M as of Q2 2026.
TRUE Private Wealth Advisors bought 11 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $613.
Grayscale Bitcoin Trust made up 0.09% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #131 holding.
TRUE Private Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
TRUE Private Wealth Advisors's Grayscale Bitcoin Trust position peaked at $1.99M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.