Cerity Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cerity Partners’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	$1.82M	Sell	39,929 -6,315	-14%	-$352K	﹤0.01%	1647
2026 Q1	$2.44M	Sell	46,244 -16,547	-26%	-$985K	﹤0.01%	1376
2025 Q4	$4.29M	Buy	62,791 +10,923	+21%	+$856K	0.01%	987
2025 Q3	$4.65M	Sell	51,868 -3,238	-6%	-$291K	0.01%	887
2025 Q2	$4.68M	Sell	55,106 -7,174	-12%	-$558K	0.01%	825
2025 Q1	$4.06M	Buy	62,280 +16,620	+36%	+$1.22M	0.01%	813
2024 Q4	$3.38M	Buy	45,660 +747	+2%	+$49.2K	0.01%	873
2024 Q3	$2.27M	Buy	44,913 +5,326	+13%	+$259K	0.01%	1039
2024 Q2	$1.9M	Buy	+39,587	New	+$2.08M	0.01%	930

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

Cerity Partners's GBTC Position: Q2 2026 in Review

Cerity Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 14% in Q2 2026, selling an estimated $352K and leaving 39,929 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Cerity Partners first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.68M in Q2 2025. 572 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Cerity Partners held 39,929 shares of Grayscale Bitcoin Trust worth $1.82M as of Q2 2026.
Cerity Partners sold 6,315 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $352K.
Grayscale Bitcoin Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1647 holding.
Cerity Partners first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's Grayscale Bitcoin Trust position peaked at $4.68M in Q2 2025.
572 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.