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Twin Peaks Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Twin Peaks 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 		$3.27K Buy
+62
New +$3.69K ﹤0.01% 1543
2025
Q3 		– Sell
-62
Closed -$5.83K – 919
2025
Q2 		$5.83K Buy
+62
New +$4.82K ﹤0.01% 1230

Other funds holding GBTC

HKAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's GBTC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Grayscale Bitcoin Trust (GBTC) in Q1 2026: 62 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in GBTC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in GBTC in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.83K in Q2 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 62 shares of Grayscale Bitcoin Trust worth $3.27K as of Q1 2026.
  • Grayscale Bitcoin Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1543 holding.
  • Twin Peaks Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Grayscale Bitcoin Trust position peaked at $5.83K in Q2 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.