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COFG Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

COFG 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 		$280K Buy
6,162
+1,619
+36% +$90.3K 0.05% 264
2026
Q1 		$240K Sell
4,543
-12
-0.3% -$715 0.06% 213
2025
Q4 		$311K Buy
+4,555
New +$357K 0.08% 162

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

COFG Advisors's GBTC Position: Q2 2026 in Review

COFG Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 36% in Q2 2026, buying an estimated $90.3K and bringing the position to 6,162 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #264.

COFG Advisors first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $311K in Q4 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • COFG Advisors held 6,162 shares of Grayscale Bitcoin Trust worth $280K as of Q2 2026.
  • COFG Advisors bought 1,619 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $90.3K.
  • Grayscale Bitcoin Trust made up 0.05% of COFG Advisors's portfolio in Q2 2026, its #264 holding.
  • COFG Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Grayscale Bitcoin Trust position peaked at $311K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.