Creative Financial Designs’s Grayscale Bitcoin Trust GBTC Stock Holding History

Creative Financial Designs’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	$29.9K	Hold	657	–	–	﹤0.01%	1181
2026 Q1	$34.7K	Sell	657 -5	-0.8%	-$298	﹤0.01%	1032
2025 Q4	$45.3K	Hold	662	–	–	﹤0.01%	899
2025 Q3	$59.4K	Hold	662	–	–	﹤0.01%	799
2025 Q2	$56.2K	Hold	662	–	–	﹤0.01%	832
2025 Q1	$43.1K	Hold	662	–	–	﹤0.01%	870
2024 Q4	$49K	Sell	662 -47	-7%	-$3.1K	﹤0.01%	795
2024 Q3	$35.8K	Sell	709 -76	-10%	-$3.7K	﹤0.01%	885
2024 Q2	$37.7K	Sell	785 -387	-33%	-$20.4K	﹤0.01%	830
2024 Q1	$66.9K	Buy	+1,172	New	+$51.6K	0.01%	654

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 $103B AUM 28.65% 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

Creative Financial Designs's GBTC Position: Q2 2026 in Review

Creative Financial Designs held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 657 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Creative Financial Designs first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $66.9K in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Creative Financial Designs held 657 shares of Grayscale Bitcoin Trust worth $29.9K as of Q2 2026.
Creative Financial Designs left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1181 holding.
Creative Financial Designs first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Creative Financial Designs's Grayscale Bitcoin Trust position peaked at $66.9K in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.