Commonwealth Equity Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Commonwealth Equity Services’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	$7.69M	Sell	168,831 -9,972	-6%	-$556K	0.01%	1106
2026 Q1	$9.43M	Sell	178,803 -28,660	-14%	-$1.71M	0.01%	918
2025 Q4	$14.2M	Sell	207,463 -21,054	-9%	-$1.65M	0.02%	716
2025 Q3	$20.5M	Sell	228,517 -18,942	-8%	-$1.7M	0.03%	568
2025 Q2	$21M	Sell	247,459 -9,113	-4%	-$709K	0.03%	568
2025 Q1	$16.7M	Buy	256,572 +7,752	+3%	+$571K	0.02%	626
2024 Q4	$18.4M	Sell	248,820 -10,621	-4%	-$700K	0.03%	565
2024 Q3	$13.1M	Sell	259,441 -50,233	-16%	-$2.45M	0.02%	701
2024 Q2	$14.9M	Sell	309,674 -3,948	-1%	-$208K	0.02%	620
2024 Q1	$17.9M	Buy	+313,622	New	+$13.8M	0.03%	529

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 40.89% 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

Commonwealth Equity Services's GBTC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 5.6% in Q2 2026, selling an estimated $556K and leaving 168,831 shares worth $7.69M. The position accounts for 0.01% of the portfolio, ranked #1106.

Commonwealth Equity Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $21M in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Commonwealth Equity Services held 168,831 shares of Grayscale Bitcoin Trust worth $7.69M as of Q2 2026.
Commonwealth Equity Services sold 9,972 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $556K.
Grayscale Bitcoin Trust made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1106 holding.
Commonwealth Equity Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's Grayscale Bitcoin Trust position peaked at $21M in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.