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Grayscale Bitcoin Ord shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Grayscale Bitcoin Ord

Tip: Access up to 7 years of quarterly data

All positions including Grayscale Bitcoin Ord held by Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $288k 6.3k 45.52

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Grayscale Bitcoin Ord

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

View all funds holding Grayscale Bitcoin Ord