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

Wealth Preservation 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 		– Sell
-11
Closed -$580 – 402
2026
Q1 		$580 Hold
11
– – ﹤0.01% 764
2025
Q4 		$752 Hold
11
– – ﹤0.01% 571
2025
Q3 		$987 Buy
+11
New +$990 ﹤0.01% 539

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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 Preservation Advisors's GBTC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 11 shares — an estimated $580 sold.

Wealth Preservation Advisors first reported a position in GBTC in Q3 2025 and held it in 3 quarters. The position peaked at $987 in Q3 2025. 599 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 11 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $580.
  • Wealth Preservation Advisors first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Grayscale Bitcoin Trust position peaked at $987 in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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