Planning Strategies Inc.’s Grayscale Bitcoin Trust GBTC Stock Holding History

Planning Strategies Inc.’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	$51.2K	Buy	+1,125	New	+$62.7K	0.03%	153

Other funds holding GBTC

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Planning Strategies Inc.'s GBTC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 1,125 shares worth $51.2K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

230 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Planning Strategies Inc. held 1,125 shares of Grayscale Bitcoin Trust worth $51.2K as of Q2 2026.
Grayscale Bitcoin Trust was a new Planning Strategies Inc. position in Q2 2026.
Grayscale Bitcoin Trust made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #153 holding.
230 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.