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United Capital Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

United Capital 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 		$1.68M Sell
31,851
-3,710
-10% -$221K 0.01% 601
2025
Q4 		$2.43M Buy
35,561
+9,519
+37% +$746K 0.01% 489
2025
Q3 		$2.34M Buy
+26,042
New +$2.34M 0.02% 436

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

United Capital Financial Advisors's GBTC Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 10% in Q1 2026, selling an estimated $221K and leaving 31,851 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #601.

United Capital Financial Advisors first reported a position in GBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • United Capital Financial Advisors held 31,851 shares of Grayscale Bitcoin Trust worth $1.68M as of Q1 2026.
  • United Capital Financial Advisors sold 3,710 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $221K.
  • Grayscale Bitcoin Trust made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #601 holding.
  • United Capital Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Grayscale Bitcoin Trust position peaked at $2.43M in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.