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Bogart Wealth LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bogart Wealth LLC’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 		$208K Buy
4,569
+364
+9% +$20.3K 0.01% 276
2026
Q1 		$222K Buy
4,205
+650
+18% +$38.7K 0.01% 239
2025
Q4 		$243K Buy
3,555
+369
+12% +$28.9K 0.01% 236
2025
Q3 		$286K Buy
3,186
+216
+7% +$19.4K 0.01% 211
2025
Q2 		$252K Buy
2,970
+221
+8% +$17.2K 0.01% 207
2025
Q1 		$179K Buy
2,749
+276
+11% +$20.3K 0.01% 237
2024
Q4 		$183K Buy
2,473
+278
+13% +$18.3K 0.01% 228
2024
Q3 		$111K Buy
2,195
+184
+9% +$8.96K 0.01% 298
2024
Q2 		$96.7K Hold
2,011
– – ﹤0.01% 302
2024
Q1 		$115K Buy
+2,011
New +$88.5K 0.01% 264

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 $103B AUM 28.65% 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

Bogart Wealth LLC's GBTC Position: Q2 2026 in Review

Bogart Wealth LLC increased its Grayscale Bitcoin Trust (GBTC) stake by 8.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 4,569 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #276.

Bogart Wealth LLC first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $286K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Bogart Wealth LLC held 4,569 shares of Grayscale Bitcoin Trust worth $208K as of Q2 2026.
  • Bogart Wealth LLC bought 364 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $20.3K.
  • Grayscale Bitcoin Trust made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #276 holding.
  • Bogart Wealth LLC first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Bogart Wealth LLC's Grayscale Bitcoin Trust position peaked at $286K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.