Cambridge Investment Research Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cambridge Investment Research Advisors’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	$11.1M	Sell	244,528 -8,741	-3%	-$487K	0.03%	623
2026 Q1	$13.4M	Sell	253,269 -6,656	-3%	-$396K	0.03%	505
2025 Q4	$17.8M	Sell	259,925 -8,653	-3%	-$678K	0.05%	402
2025 Q3	$24.1M	Sell	268,578 -2,353	-0.9%	-$212K	0.07%	289
2025 Q2	$23M	Sell	270,931 -1,625	-0.6%	-$126K	0.07%	279
2025 Q1	$17.8M	Sell	272,556 -7,249	-3%	-$534K	0.06%	319
2024 Q4	$20.7M	Sell	279,805 -9,397	-3%	-$619K	0.07%	272
2024 Q3	$14.6M	Sell	289,202 -29,926	-9%	-$1.46M	0.05%	374
2024 Q2	$15.3M	Sell	319,128 -58,883	-16%	-$3.1M	0.06%	338
2024 Q1	$21.6M	Buy	+378,011	New	+$16.6M	0.08%	237

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 $104B AUM 28.3% 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 40.89% 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

Cambridge Investment Research Advisors's GBTC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 3.5% in Q2 2026, selling an estimated $487K and leaving 244,528 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #623.

Cambridge Investment Research Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.1M in Q3 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Cambridge Investment Research Advisors held 244,528 shares of Grayscale Bitcoin Trust worth $11.1M as of Q2 2026.
Cambridge Investment Research Advisors sold 8,741 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $487K.
Grayscale Bitcoin Trust made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #623 holding.
Cambridge Investment Research Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Cambridge Investment Research Advisors's Grayscale Bitcoin Trust position peaked at $24.1M in Q3 2025.
603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.