Wealthcare Advisory Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wealthcare Advisory Partners’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	$603K	Hold	13,244	–	–	0.01%	660
2026 Q1	$699K	Sell	13,244 -1,125	-8%	-$67K	0.01%	606
2025 Q4	$982K	Sell	14,369 -51	-0.4%	-$4K	0.02%	519
2025 Q3	$1.29M	Hold	14,420	–	–	0.03%	435
2025 Q2	$1.22M	Sell	14,420 -419	-3%	-$32.6K	0.03%	432
2025 Q1	$967K	Sell	14,839 -418	-3%	-$30.8K	0.03%	450
2024 Q4	$1.13M	Sell	15,257 -1,351	-8%	-$89.1K	0.03%	393
2024 Q3	$839K	Sell	16,608 -2,666	-14%	-$130K	0.02%	462
2024 Q2	$927K	Buy	+19,274	New	+$1.02M	0.03%	403

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealthcare Advisory Partners's GBTC Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 13,244 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #660.

Wealthcare Advisory Partners first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Wealthcare Advisory Partners held 13,244 shares of Grayscale Bitcoin Trust worth $603K as of Q2 2026.
Wealthcare Advisory Partners left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #660 holding.
Wealthcare Advisory Partners first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Wealthcare Advisory Partners's Grayscale Bitcoin Trust position peaked at $1.29M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.