U.S. Capital Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

U.S. Capital 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	$738K	Sell	13,997 -14,708	-51%	-$876K	0.02%	586
2025 Q4	$1.96M	Buy	28,705 +4,986	+21%	+$391K	0.05%	341
2025 Q3	$2.13M	Buy	23,719 +3,117	+15%	+$281K	0.06%	317
2025 Q2	$1.75M	Buy	20,602 +1,088	+6%	+$84.6K	0.05%	325
2025 Q1	$1.27M	Buy	19,514 +10,162	+109%	+$749K	0.04%	374
2024 Q4	$692K	Buy	+9,352	New	+$616K	0.02%	494

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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

U.S. Capital Wealth Advisors's GBTC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 51% in Q1 2026, selling an estimated $876K and leaving 13,997 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #586.

U.S. Capital Wealth Advisors first reported a position in GBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.13M in Q3 2025. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

U.S. Capital Wealth Advisors held 13,997 shares of Grayscale Bitcoin Trust worth $738K as of Q1 2026.
U.S. Capital Wealth Advisors sold 14,708 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $876K.
Grayscale Bitcoin Trust made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #586 holding.
U.S. Capital Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Grayscale Bitcoin Trust position peaked at $2.13M in Q3 2025.
653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.