Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.63M Sell
113,584
-1,716
-1% -$95.7K 0.01% 941
2026
Q1 		$6.01M Sell
115,300
-69,347
-38% -$4.13M 0.01% 810
2025
Q4 		$13.3M Sell
184,647
-5,677
-3% -$445K 0.02% 601
2025
Q3 		$18.2M Sell
190,324
-240
-0.1% -$21.6K 0.03% 476
2025
Q2 		$16.4M Sell
190,564
-14,201
-7% -$1.1M 0.03% 484
2025
Q1 		$13.3M Sell
204,765
-16,388
-7% -$1.21M 0.03% 509
2024
Q4 		$16.4M Buy
221,153
+46,072
+26% +$3.04M 0.03% 421
2024
Q3 		$8.84M Sell
175,081
-35,525
-17% -$1.73M 0.02% 546
2024
Q2 		$10.1M Sell
210,606
-3,368
-2% -$177K 0.02% 485
2024
Q1 		$12.2M Buy
+213,974
New +$9.42M 0.03% 418

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 40.89% 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

Wealth Enhancement Advisory Services's GBTC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.5% in Q2 2026, selling an estimated $95.7K and leaving 113,584 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #941.

Wealth Enhancement Advisory Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.2M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 113,584 shares of Grayscale Bitcoin Trust worth $5.63M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,716 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $95.7K.
  • Grayscale Bitcoin Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #941 holding.
  • Wealth Enhancement Advisory Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Grayscale Bitcoin Trust position peaked at $18.2M in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.