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Claro Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Claro 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 		$3.77M Sell
82,836
-9
-0% -$502 0.4% 51
2026
Q1 		$4.37M Sell
82,845
-7,345
-8% -$437K 0.53% 40
2025
Q4 		$6.17M Sell
90,190
-264
-0.3% -$20.7K 0.84% 24
2025
Q3 		$8.12M Sell
90,454
-1,653
-2% -$149K 1.18% 18
2025
Q2 		$7.81M Sell
92,107
-12,562
-12% -$977K 1.29% 17
2025
Q1 		$6.82M Sell
104,669
-2,173
-2% -$160K 0.91% 18
2024
Q4 		$7.91M Sell
106,842
-958
-0.9% -$63.2K 1.07% 19
2024
Q3 		$5.44M Sell
107,800
-13,729
-11% -$668K 0.7% 27
2024
Q2 		$5.84M Sell
121,529
-2,374
-2% -$125K 0.91% 22
2024
Q1 		$7.07M Buy
+123,903
New +$5.45M 1.23% 12

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 $103B AUM 28.65% 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 40.91% 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

Claro Advisors's GBTC Position: Q2 2026 in Review

Claro Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.01% in Q2 2026, selling an estimated $502 and leaving 82,836 shares worth $3.77M. The position accounts for 0.4% of the portfolio, ranked #51.

Claro Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.12M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Claro Advisors held 82,836 shares of Grayscale Bitcoin Trust worth $3.77M as of Q2 2026.
  • Claro Advisors sold 9 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $502.
  • Grayscale Bitcoin Trust made up 0.4% of Claro Advisors's portfolio in Q2 2026, its #51 holding.
  • Claro Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Claro Advisors's Grayscale Bitcoin Trust position peaked at $8.12M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.