Curran Financial Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Curran Financial Partners’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	$595K	Sell	13,069 -1,000	-7%	-$55.8K	0.09%	88
2026 Q1	$742K	Sell	14,069 -505	-3%	-$30.1K	0.13%	74
2025 Q4	$996K	Sell	14,574 -664	-4%	-$52K	0.19%	67
2025 Q3	$1.37M	Buy	15,238 +80	+0.5%	+$7.2K	0.27%	53
2025 Q2	$1.29M	Hold	15,158	–	–	0.28%	55
2025 Q1	$988K	Hold	15,158	–	–	0.24%	49
2024 Q4	$1.12M	Sell	15,158 -598	-4%	-$39.4K	0.29%	47
2024 Q3	$796K	Sell	15,756 -2,429	-13%	-$118K	0.23%	55
2024 Q2	$875K	Sell	18,185 -777	-4%	-$40.9K	0.29%	50
2024 Q1	$1.08M	Buy	+18,962	New	+$834K	0.38%	47

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 40.89% 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

Curran Financial Partners's GBTC Position: Q2 2026 in Review

Curran Financial Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 7.1% in Q2 2026, selling an estimated $55.8K and leaving 13,069 shares worth $595K. The position accounts for 0.09% of the portfolio, ranked #88.

Curran Financial Partners first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2025. 598 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Curran Financial Partners held 13,069 shares of Grayscale Bitcoin Trust worth $595K as of Q2 2026.
Curran Financial Partners sold 1,000 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $55.8K.
Grayscale Bitcoin Trust made up 0.09% of Curran Financial Partners's portfolio in Q2 2026, its #88 holding.
Curran Financial Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Curran Financial Partners's Grayscale Bitcoin Trust position peaked at $1.37M in Q3 2025.
598 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.