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Unify Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Unify Financial 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
-2,970
Closed -$203K – 92
2025
Q4 		$203K Buy
+2,970
New +$233K 0.21% 93

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MRI
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ECM
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Wealthfront Advisers
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Unify Financial Advisors's GBTC Position: Q1 2026 in Review

Unify Financial Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2026, closing a stake of 2,970 shares — an estimated $203K sold.

Unify Financial Advisors first reported a position in GBTC in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Unify Financial Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Unify Financial Advisors sold 2,970 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $203K.
  • Unify Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • Unify Financial Advisors's Grayscale Bitcoin Trust position peaked at $203K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Unify Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.