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Compass Financial Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Compass Financial Management’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 		$114K Buy
+2,290
New +$128K 0.01% 531

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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

Compass Financial Management's GBTC Position: Q2 2026 in Review

Compass Financial Management opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 2,290 shares worth $114K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings.

572 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Compass Financial Management held 2,290 shares of Grayscale Bitcoin Trust worth $114K as of Q2 2026.
  • Grayscale Bitcoin Trust was a new Compass Financial Management position in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #531 holding.
  • 572 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.