Cetera Investment Advisers’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cetera Investment Advisers’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	$7.48M	Sell	164,245 -10,232	-6%	-$571K	0.01%	1329
2026 Q1	$9.21M	Sell	174,477 -10,499	-6%	-$625K	0.01%	1110
2025 Q4	$12.6M	Buy	184,976 +132,219	+251%	+$10.4M	0.01%	892
2025 Q3	$4.74M	Buy	+52,757	New	+$4.75M	0.01%	1441
2025 Q1	–	Sell	-221,267	Closed	-$16.4M	–	4018
2024 Q4	$16.4M	Sell	221,267 -25,191	-10%	-$1.66M	0.03%	492
2024 Q3	$12.4M	Sell	246,458 -72,730	-23%	-$3.54M	0.03%	605
2024 Q2	$15.4M	Sell	319,188 -76,433	-19%	-$4.03M	0.04%	482
2024 Q1	$22.6M	Buy	+395,621	New	+$17.4M	0.05%	353

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 40.91% 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

Cetera Investment Advisers's GBTC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Grayscale Bitcoin Trust (GBTC) stake by 5.9% in Q2 2026, selling an estimated $571K and leaving 164,245 shares worth $7.48M. The position accounts for 0.01% of the portfolio, ranked #1329.

Cetera Investment Advisers first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $22.6M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Cetera Investment Advisers held 164,245 shares of Grayscale Bitcoin Trust worth $7.48M as of Q2 2026.
Cetera Investment Advisers sold 10,232 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $571K.
Grayscale Bitcoin Trust made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1329 holding.
Cetera Investment Advisers first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's Grayscale Bitcoin Trust position peaked at $22.6M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.