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Advisor OS’s Grayscale Bitcoin Trust GBTC Stock Holding History

Advisor OS’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 		$212K Sell
4,651
-500
-10% -$27.9K 0.01% 551
2026
Q1 		$272K Buy
5,151
+2,086
+68% +$124K 0.02% 454
2025
Q4 		$210K Sell
3,065
-500
-14% -$39.2K 0.02% 467
2025
Q3 		$320K Buy
3,565
+150
+4% +$13.5K 0.03% 355
2025
Q2 		$290K Buy
3,415
+105
+3% +$8.16K 0.03% 357
2025
Q1 		$216K Hold
3,310
– – 0.02% 394
2024
Q4 		$245K Buy
+3,310
New +$218K 0.03% 362
2024
Q2 		– Sell
-4,091
Closed -$233K – 399
2024
Q1 		$233K Buy
+4,091
New +$180K 0.03% 349

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Advisor OS's GBTC Position: Q2 2026 in Review

Advisor OS reduced its Grayscale Bitcoin Trust (GBTC) stake by 9.7% in Q2 2026, selling an estimated $27.9K and leaving 4,651 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #551.

Advisor OS first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $320K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Advisor OS held 4,651 shares of Grayscale Bitcoin Trust worth $212K as of Q2 2026.
  • Advisor OS sold 500 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $27.9K.
  • Grayscale Bitcoin Trust made up 0.01% of Advisor OS's portfolio in Q2 2026, its #551 holding.
  • Advisor OS first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Advisor OS's Grayscale Bitcoin Trust position peaked at $320K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.