Creative Planning’s Grayscale Bitcoin Trust GBTC Stock Holding History

Creative 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	$5.97M	Sell	131,082 -709	-0.5%	-$39.5K	﹤0.01%	1267
2026 Q1	$6.95M	Sell	131,791 -4,199	-3%	-$250K	﹤0.01%	950
2025 Q4	$9.3M	Buy	135,990 +788	+0.6%	+$61.8K	0.01%	651
2025 Q3	$12.1M	Buy	135,202 +38,955	+40%	+$3.51M	0.01%	503
2025 Q2	$8.16M	Buy	96,247 +7,844	+9%	+$610K	0.01%	578
2025 Q1	$5.76M	Buy	88,403 +9,545	+12%	+$704K	0.01%	661
2024 Q4	$5.84M	Sell	78,858 -4,457	-5%	-$294K	0.01%	609
2024 Q3	$4.21M	Sell	83,315 -8,408	-9%	-$409K	﹤0.01%	702
2024 Q2	$4.41M	Buy	91,723 +1,189	+1%	+$62.6K	﹤0.01%	667
2024 Q1	$5.17M	Buy	+90,534	New	+$3.98M	0.01%	599

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

Creative Planning's GBTC Position: Q2 2026 in Review

Creative Planning reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.54% in Q2 2026, selling an estimated $39.5K and leaving 131,082 shares worth $5.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Creative Planning first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.1M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Creative Planning held 131,082 shares of Grayscale Bitcoin Trust worth $5.97M as of Q2 2026.
Creative Planning sold 709 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $39.5K.
Grayscale Bitcoin Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1267 holding.
Creative Planning first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Creative Planning's Grayscale Bitcoin Trust position peaked at $12.1M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.