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Brookwood Investment Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Brookwood Investment 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 		$244K Sell
5,370
-235
-4% -$13.1K 0.03% 451
2026
Q1 		$296K Sell
5,605
-144
-3% -$8.58K 0.04% 399
2025
Q4 		$393K Sell
5,749
-1,608
-22% -$126K 0.05% 337
2025
Q3 		$660K Sell
7,357
-1,843
-20% -$166K 0.09% 217
2025
Q2 		$780K Sell
9,200
-860
-9% -$66.9K 0.13% 170
2025
Q1 		$656K Buy
+10,060
New +$741K 0.11% 182

Other funds holding GBTC

Horizon Kinetics Asset Management
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

Brookwood Investment Group's GBTC Position: Q2 2026 in Review

Brookwood Investment Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 4.2% in Q2 2026, selling an estimated $13.1K and leaving 5,370 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #451.

Brookwood Investment Group first reported a position in GBTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $780K in Q2 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Brookwood Investment Group held 5,370 shares of Grayscale Bitcoin Trust worth $244K as of Q2 2026.
  • Brookwood Investment Group sold 235 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $13.1K.
  • Grayscale Bitcoin Trust made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #451 holding.
  • Brookwood Investment Group first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Grayscale Bitcoin Trust position peaked at $780K in Q2 2025.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.