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WCG Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

WCG 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 		$741K Sell
16,277
-232
-1% -$12.9K 0.02% 443
2026
Q1 		$871K Sell
16,509
-20
-0.1% -$1.19K 0.02% 397
2025
Q4 		$1.13M Buy
+16,529
New +$1.3M 0.03% 345
2025
Q1 		– Sell
-17,434
Closed -$1.29M – 303
2024
Q4 		$1.29M Buy
17,434
+349
+2% +$23K 0.09% 184
2024
Q3 		$863K Sell
17,085
-887
-5% -$43.2K 0.06% 235
2024
Q2 		$864K Buy
+17,972
New +$947K 0.06% 208

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

WCG Wealth Advisors's GBTC Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.4% in Q2 2026, selling an estimated $12.9K and leaving 16,277 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #443.

WCG Wealth Advisors first reported a position in GBTC in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • WCG Wealth Advisors held 16,277 shares of Grayscale Bitcoin Trust worth $741K as of Q2 2026.
  • WCG Wealth Advisors sold 232 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $12.9K.
  • Grayscale Bitcoin Trust made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #443 holding.
  • WCG Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 6 quarters since.
  • WCG Wealth Advisors's Grayscale Bitcoin Trust position peaked at $1.29M in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.