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Capital Analysts LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Capital Analysts 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 		$9K Hold
192
– – ﹤0.01% 1306
2026
Q1 		$10K Hold
192
– – ﹤0.01% 1256
2025
Q4 		$13K Hold
192
– – ﹤0.01% 1192
2025
Q3 		$17K Hold
192
– – ﹤0.01% 1104
2025
Q2 		$16K Hold
192
– – ﹤0.01% 1061
2025
Q1 		$13K Buy
192
+62
+48% +$4.57K ﹤0.01% 1080
2024
Q4 		$10K Hold
130
– – ﹤0.01% 1057
2024
Q3 		$7K Buy
+130
New +$6.33K ﹤0.01% 1082

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

Capital Analysts LLC's GBTC Position: Q2 2026 in Review

Capital Analysts LLC held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 192 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Capital Analysts LLC first reported a position in GBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $17K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Capital Analysts LLC held 192 shares of Grayscale Bitcoin Trust worth $9K as of Q2 2026.
  • Capital Analysts LLC left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1306 holding.
  • Capital Analysts LLC first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Capital Analysts LLC's Grayscale Bitcoin Trust position peaked at $17K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.