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EP Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

EP Wealth Advisors’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 		$890K Buy
19,550
+8,133
+71% +$454K ﹤0.01% 786
2026
Q1 		$602K Buy
11,417
+2,197
+24% +$131K ﹤0.01% 824
2025
Q4 		$630K Buy
+9,220
New +$723K ﹤0.01% 769
2025
Q2 		$759K Buy
8,952
+130
+1% +$10.1K 0.01% 636
2025
Q1 		$575K Sell
8,822
-630
-7% -$46.4K ﹤0.01% 655
2024
Q4 		$700K Sell
9,452
-4,355
-32% -$287K 0.01% 591
2024
Q3 		$697K Buy
13,807
+5,022
+57% +$244K 0.01% 589
2024
Q2 		$423K Buy
8,785
+1,799
+26% +$94.7K ﹤0.01% 572
2024
Q1 		$399K Buy
+6,986
New +$307K ﹤0.01% 566

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 40.89% 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

EP Wealth Advisors's GBTC Position: Q2 2026 in Review

EP Wealth Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 71% in Q2 2026, buying an estimated $454K and bringing the position to 19,550 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

EP Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • EP Wealth Advisors held 19,550 shares of Grayscale Bitcoin Trust worth $890K as of Q2 2026.
  • EP Wealth Advisors bought 8,133 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $454K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #786 holding.
  • EP Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.