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Allied Private Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Allied Private Wealth’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 		$1.11K Buy
+23
New +$1.28K ﹤0.01% 796

Other funds holding GBTC

HKAM
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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Allied Private Wealth's GBTC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 23 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

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

  • Allied Private Wealth held 23 shares of Grayscale Bitcoin Trust worth $1.11K as of Q2 2026.
  • Grayscale Bitcoin Trust was a new Allied Private Wealth position in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #796 holding.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.