Bellevue Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bellevue Asset Management’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	$6.6K	Hold	145	–	–	﹤0.01%	331
2026 Q1	$7.65K	Hold	145	–	–	﹤0.01%	298
2025 Q4	$9.91K	Hold	145	–	–	﹤0.01%	282
2025 Q3	$13K	Hold	145	–	–	0.01%	268
2025 Q2	$12.3K	Hold	145	–	–	0.01%	268
2025 Q1	$9.45K	Buy	145 +116	+400%	+$8.55K	0.01%	273
2024 Q4	$1.21K	Sell	29 -116	-80%	-$7.65K	﹤0.01%	476
2024 Q3	$7.32K	Sell	145 -16	-10%	-$779	﹤0.01%	285
2024 Q2	$7.72K	Hold	161	–	–	﹤0.01%	279
2024 Q1	$9.16K	Buy	+161	New	+$7.08K	0.01%	261

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

Bellevue Asset Management's GBTC Position: Q2 2026 in Review

Bellevue Asset Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 145 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Bellevue Asset Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $13K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Bellevue Asset Management held 145 shares of Grayscale Bitcoin Trust worth $6.6K as of Q2 2026.
Bellevue Asset Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #331 holding.
Bellevue Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Bellevue Asset Management's Grayscale Bitcoin Trust position peaked at $13K in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.