Comprehensive Financial Planning’s Grayscale Bitcoin Trust GBTC Stock Holding History

Comprehensive Financial Planning’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	$5.87K	Hold	129	–	–	﹤0.01%	319
2026 Q1	$6.81K	Hold	129	–	–	﹤0.01%	287
2025 Q4	$8.82K	Hold	129	–	–	0.01%	265
2025 Q3	$11.6K	Hold	129	–	–	0.01%	236
2025 Q2	$10.9K	Hold	129	–	–	0.01%	230
2025 Q1	$8.41K	Hold	129	–	–	0.01%	226
2024 Q4	$9.55K	Buy	+129	New	+$8.5K	0.01%	247

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 40.91% 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

Comprehensive Financial Planning's GBTC Position: Q2 2026 in Review

Comprehensive Financial Planning held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 129 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Comprehensive Financial Planning first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Comprehensive Financial Planning held 129 shares of Grayscale Bitcoin Trust worth $5.87K as of Q2 2026.
Comprehensive Financial Planning left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #319 holding.
Comprehensive Financial Planning first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Grayscale Bitcoin Trust position peaked at $11.6K in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.