Beacon Pointe Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Beacon Pointe Advisors’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	$1.75M	Buy	38,462 +2,250	+6%	+$125K	0.01%	813
2026 Q1	$1.91M	Buy	36,212 +13,666	+61%	+$814K	0.01%	747
2025 Q4	$1.54M	Buy	22,546 +623	+3%	+$48.8K	0.01%	690
2025 Q3	$1.97M	Sell	21,923 -14,825	-40%	-$1.33M	0.02%	549
2025 Q2	$3.12M	Sell	36,748 -412	-1%	-$32K	0.03%	398
2025 Q1	$2.42M	Buy	37,160 +874	+2%	+$64.4K	0.03%	428
2024 Q4	$2.69M	Sell	36,286 -12,350	-25%	-$814K	0.03%	395
2024 Q3	$2.46M	Sell	48,636 -11,127	-19%	-$542K	0.03%	426
2024 Q2	$2.87M	Sell	59,763 -6,436	-10%	-$339K	0.03%	407
2024 Q1	$3.78M	Buy	+66,199	New	+$2.91M	0.04%	357

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

Beacon Pointe Advisors's GBTC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 6.2% in Q2 2026, buying an estimated $125K and bringing the position to 38,462 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #813.

Beacon Pointe Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.78M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Beacon Pointe Advisors held 38,462 shares of Grayscale Bitcoin Trust worth $1.75M as of Q2 2026.
Beacon Pointe Advisors bought 2,250 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $125K.
Grayscale Bitcoin Trust made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #813 holding.
Beacon Pointe Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Beacon Pointe Advisors's Grayscale Bitcoin Trust position peaked at $3.78M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.