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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
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

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
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

Wealth Preservation Advisors's GBTC Position: Q1 2026 in Review

Wealth Preservation Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q1 2026 at 11 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Wealth Preservation Advisors first reported a position in GBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $987 in Q3 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • Wealth Preservation Advisors held 11 shares of Grayscale Bitcoin Trust worth $580 as of Q1 2026.
  • Wealth Preservation Advisors left its Grayscale Bitcoin Trust share count unchanged in Q1 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #764 holding.
  • Wealth Preservation Advisors first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Wealth Preservation Advisors's Grayscale Bitcoin Trust position peaked at $987 in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.