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

Cornerstone Wealth 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 		– Sell
-4,054
Closed -$237K – 511
2026
Q1 		$237K Sell
4,054
-192
-5% -$11.4K 0.02% 389
2025
Q4 		$290K Buy
4,246
+250
+6% +$19.6K 0.02% 285
2025
Q3 		$359K Buy
3,996
+210
+6% +$18.9K 0.02% 240
2025
Q2 		$321K Sell
3,786
-100
-3% -$7.78K 0.02% 238
2025
Q1 		$253K Buy
3,886
+45
+1% +$3.32K 0.02% 251
2024
Q4 		$284K Buy
+3,841
New +$253K 0.02% 215
2024
Q3 		– Sell
-4,820
Closed -$232K – 267
2024
Q2 		$232K Sell
4,820
-11
-0.2% -$579 0.02% 225
2024
Q1 		$276K Buy
+4,831
New +$213K 0.03% 199

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 40.91% 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

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

Cornerstone Wealth Group sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,054 shares — an estimated $237K sold.

Cornerstone Wealth Group first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $359K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Cornerstone Wealth Group reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Group sold 4,054 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $237K.
  • Cornerstone Wealth Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Cornerstone Wealth Group's Grayscale Bitcoin Trust position peaked at $359K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.