Clearstead Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Clearstead 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	$805K	Buy	17,688 +5,513	+45%	+$307K	0.01%	607
2026 Q1	$642K	Buy	12,175 +1,000	+9%	+$59.6K	0.01%	652
2025 Q4	$764K	Hold	11,175	–	–	0.01%	541
2025 Q3	$1M	Hold	11,175	–	–	0.01%	461
2025 Q2	$948K	Sell	11,175 -4,778	-30%	-$372K	0.01%	459
2025 Q1	$1.04M	Sell	15,953 -275	-2%	-$20.3K	0.02%	400
2024 Q4	$1.2M	Buy	16,228 +90	+0.6%	+$5.93K	0.02%	375
2024 Q3	$815K	Sell	16,138 -1,284	-7%	-$62.5K	0.01%	459
2024 Q2	$838K	Buy	17,422 +6,513	+60%	+$343K	0.01%	428
2024 Q1	$554K	Buy	+10,909	New	+$480K	0.03%	302

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

Clearstead Advisors's GBTC Position: Q2 2026 in Review

Clearstead Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 45% in Q2 2026, buying an estimated $307K and bringing the position to 17,688 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #607.

Clearstead Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Clearstead Advisors held 17,688 shares of Grayscale Bitcoin Trust worth $805K as of Q2 2026.
Clearstead Advisors bought 5,513 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $307K.
Grayscale Bitcoin Trust made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #607 holding.
Clearstead Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Clearstead Advisors's Grayscale Bitcoin Trust position peaked at $1.2M in Q4 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.