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Cornerstone Planning Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cornerstone Planning Group’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 		$39.7K Hold
778
– – 0.01% 463
2026
Q1 		$49.4K Hold
778
– – 0.01% 405
2025
Q4 		$54K Hold
778
– – 0.01% 327
2025
Q3 		$64.8K Sell
778
-100
-11% -$9K 0.01% 281
2025
Q2 		$78.5K Buy
878
+3
+0.3% +$233 0.02% 180
2025
Q1 		$64.6K Buy
875
+750
+600% +$55.3K 0.02% 196
2024
Q4 		$10K Sell
125
-1,145
-90% -$75.5K ﹤0.01% 429
2024
Q3 		$73.2K Sell
1,270
-25
-2% -$1.22K 0.02% 143
2024
Q2 		$49.9K Hold
1,295
– – 0.01% 198
2024
Q1 		$64.7K Buy
+1,295
New +$57K 0.02% 148

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

Cornerstone Planning Group's GBTC Position: Q2 2026 in Review

Cornerstone Planning Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 778 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #463.

Cornerstone Planning Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $78.5K in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Cornerstone Planning Group held 778 shares of Grayscale Bitcoin Trust worth $39.7K as of Q2 2026.
  • Cornerstone Planning Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #463 holding.
  • Cornerstone Planning Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Grayscale Bitcoin Trust position peaked at $78.5K in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.