Abacus Planning Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Abacus Planning Group’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	$1.08M	Hold	23,738	–	–	0.13%	85
2026 Q1	$1.25M	Hold	23,738	–	–	0.17%	72
2025 Q4	$1.62M	Hold	23,738	–	–	0.22%	60
2025 Q3	$2.13M	Hold	23,738	–	–	0.29%	44
2025 Q2	$2.01M	Hold	23,738	–	–	0.3%	47
2025 Q1	$1.55M	Buy	23,738 +117	+0.5%	+$8.62K	0.27%	54
2024 Q4	$1.75M	Sell	23,621 -6,598	-22%	-$435K	0.31%	49
2024 Q3	$1.53M	Sell	30,219 -3,233	-10%	-$157K	0.27%	52
2024 Q2	$1.61M	Buy	+33,452	New	+$1.76M	0.31%	48

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 $103B AUM 28.65% 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 40.91% 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

Abacus Planning Group's GBTC Position: Q2 2026 in Review

Abacus Planning Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 23,738 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #85.

Abacus Planning Group first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Abacus Planning Group held 23,738 shares of Grayscale Bitcoin Trust worth $1.08M as of Q2 2026.
Abacus Planning Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.13% of Abacus Planning Group's portfolio in Q2 2026, its #85 holding.
Abacus Planning Group first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Abacus Planning Group's Grayscale Bitcoin Trust position peaked at $2.13M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.