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Grayscale Bitcoin Ord shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of Grayscale Bitcoin Ord (GBTC) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust Wealth Advisors investment in Grayscale Bitcoin Ord

Tip: Access up to 7 years of quarterly data

All positions including Grayscale Bitcoin Ord held by OakTrust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Grayscale Bitcoin Ord by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 19k 68.36

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Grayscale Bitcoin Ord

Horizon Kinetics Asset Management
Susquehanna International
LPL Financial
Alkeon Capital Management
Greenwich Wealth Management
HighTower Advisors
Old Mission Capital
Citadel Advisors
MRM-Horizon Advisors
Wealthfront Advisers
Jane Street
EagleClaw Capital Managment
Vident Advisory
Moors & Cabot
Multicoin Capital Management

View all funds holding Grayscale Bitcoin Ord