Envestnet Asset Management
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Envestnet Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Envestnet Asset Management’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 		$3.17M Sell
69,663
-2,720
-4% -$152K ﹤0.01% 2803
2026
Q1 		$3.82M Buy
72,383
+2,815
+4% +$168K ﹤0.01% 2532
2025
Q4 		$4.76M Sell
69,568
-26,305
-27% -$2.06M ﹤0.01% 2209
2025
Q3 		$8.61M Buy
95,873
+3,209
+3% +$289K ﹤0.01% 1858
2025
Q2 		$7.86M Sell
92,664
-6,827
-7% -$531K ﹤0.01% 1903
2025
Q1 		$6.48M Sell
99,491
-2,173
-2% -$160K ﹤0.01% 1948
2024
Q4 		$7.53M Sell
101,664
-21,349
-17% -$1.41M ﹤0.01% 1831
2024
Q3 		$6.21M Sell
123,013
-39,662
-24% -$1.93M ﹤0.01% 1955
2024
Q2 		$7.82M Sell
162,675
-23,468
-13% -$1.24M ﹤0.01% 1715
2024
Q1 		$10.6M Buy
+186,143
New +$8.19M ﹤0.01% 1495

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 $103B AUM 28.65% 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

Envestnet Asset Management's GBTC Position: Q2 2026 in Review

Envestnet Asset Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 3.8% in Q2 2026, selling an estimated $152K and leaving 69,663 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Envestnet Asset Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.6M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Envestnet Asset Management held 69,663 shares of Grayscale Bitcoin Trust worth $3.17M as of Q2 2026.
  • Envestnet Asset Management sold 2,720 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $152K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2803 holding.
  • Envestnet Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's Grayscale Bitcoin Trust position peaked at $10.6M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.