Concurrent Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Concurrent Investment 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	$584K	Buy	12,820 +1,001	+8%	+$55.8K	0.01%	1312
2026 Q1	$624K	Buy	11,819 +4,754	+67%	+$283K	0.01%	1107
2025 Q4	$483K	Sell	7,065 -215	-3%	-$16.9K	0.01%	1159
2025 Q3	$653K	Sell	7,280 -2,142	-23%	-$193K	0.01%	801
2025 Q2	$799K	Buy	9,422 +4,159	+79%	+$323K	0.02%	672
2025 Q1	$343K	Buy	5,263 +1,455	+38%	+$107K	0.01%	870
2024 Q4	$282K	Sell	3,808 -190	-5%	-$12.5K	0.01%	855
2024 Q3	$202K	Sell	3,998 -411	-9%	-$20K	0.01%	938
2024 Q2	$212K	Buy	4,409 +667	+18%	+$35.1K	0.01%	857
2024 Q1	$213K	Buy	+3,742	New	+$165K	0.01%	791

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

Concurrent Investment Advisors's GBTC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 8.5% in Q2 2026, buying an estimated $55.8K and bringing the position to 12,820 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #1312.

Concurrent Investment Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $799K in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Concurrent Investment Advisors held 12,820 shares of Grayscale Bitcoin Trust worth $584K as of Q2 2026.
Concurrent Investment Advisors bought 1,001 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $55.8K.
Grayscale Bitcoin Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1312 holding.
Concurrent Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's Grayscale Bitcoin Trust position peaked at $799K in Q2 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.