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Ethos Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Ethos Financial Group’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 		– Sell
-16,310
Closed -$1.11M – 658
2026
Q1 		$1.11M Hold
16,310
– – 0.08% 187
2025
Q4 		$1.11M Sell
16,310
-36,902
-69% -$2.89M 0.08% 188
2025
Q3 		$4.78M Hold
53,212
– – 0.37% 67
2025
Q2 		$4.51M Hold
53,212
– – 0.39% 67
2025
Q1 		$3.47M Buy
+53,212
New +$3.92M 0.33% 70

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 40.91% 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

Ethos Financial Group's GBTC Position: Q2 2026 in Review

Ethos Financial Group sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 16,310 shares — an estimated $1.11M sold.

Ethos Financial Group first reported a position in GBTC in Q1 2025 and held it in 5 quarters. The position peaked at $4.78M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Ethos Financial Group reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 16,310 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.11M.
  • Ethos Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • Ethos Financial Group's Grayscale Bitcoin Trust position peaked at $4.78M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.