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

Bleakley 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	$1.66M	Sell	36,489 -11,330	-24%	-$632K	0.02%	519
2026 Q1	$2.52M	Sell	47,819 -7,544	-14%	-$449K	0.04%	345
2025 Q4	$3.78M	Buy	55,363 +65	+0.1%	+$5.09K	0.07%	227
2025 Q3	$4.96M	Sell	55,298 -4,666	-8%	-$420K	0.12%	158
2025 Q2	$5.09M	Sell	59,964 -1,090	-2%	-$84.8K	0.13%	150
2025 Q1	$3.98M	Sell	61,054 -1,648	-3%	-$121K	0.13%	151
2024 Q4	$4.64M	Buy	62,702 +2,313	+4%	+$152K	0.14%	126
2024 Q3	$3.05M	Sell	60,389 -4,968	-8%	-$242K	0.09%	182
2024 Q2	$3.14M	Sell	65,357 -18,199	-22%	-$958K	0.09%	201
2024 Q1	$4.77M	Buy	+83,556	New	+$3.68M	0.14%	146

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

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

Bleakley Financial Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 24% in Q2 2026, selling an estimated $632K and leaving 36,489 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #519.

Bleakley Financial Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.09M in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Bleakley Financial Group held 36,489 shares of Grayscale Bitcoin Trust worth $1.66M as of Q2 2026.
Bleakley Financial Group sold 11,330 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $632K.
Grayscale Bitcoin Trust made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #519 holding.
Bleakley Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Bleakley Financial Group's Grayscale Bitcoin Trust position peaked at $5.09M in Q2 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.