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Berger Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Berger Financial 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 		$521K Sell
11,439
-144
-1% -$8.03K 0.03% 293
2026
Q1 		$611K Sell
11,583
-342
-3% -$20.4K 0.03% 269
2025
Q4 		$815K Sell
11,925
-2,143
-15% -$168K 0.05% 228
2025
Q3 		$1.26M Sell
14,068
-2,239
-14% -$201K 0.08% 183
2025
Q2 		$1.38M Sell
16,307
-3,276
-17% -$255K 0.09% 168
2025
Q1 		$1.28M Sell
19,583
-1,055
-5% -$77.8K 0.09% 163
2024
Q4 		$1.53M Sell
20,638
-921
-4% -$60.7K 0.11% 143
2024
Q3 		$1.09M Sell
21,559
-2,571
-11% -$125K 0.08% 157
2024
Q2 		$1.16M Sell
24,130
-151
-0.6% -$7.95K 0.09% 142
2024
Q1 		$1.39M Buy
+24,281
New +$1.07M 0.11% 127

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 $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 40.89% 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

Berger Financial Group's GBTC Position: Q2 2026 in Review

Berger Financial Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.2% in Q2 2026, selling an estimated $8.03K and leaving 11,439 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #293.

Berger Financial Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Berger Financial Group held 11,439 shares of Grayscale Bitcoin Trust worth $521K as of Q2 2026.
  • Berger Financial Group sold 144 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $8.03K.
  • Grayscale Bitcoin Trust made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #293 holding.
  • Berger Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Berger Financial Group's Grayscale Bitcoin Trust position peaked at $1.53M in Q4 2024.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.