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

Exit 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 		$702K Sell
15,432
-274
-2% -$15.3K 0.32% 82
2026
Q1 		$829K Hold
15,706
– – 0.43% 43
2025
Q4 		$1.07M Sell
15,706
-1,353
-8% -$106K 0.63% 39
2025
Q3 		$1.53M Buy
+17,059
New +$1.54M 1.02% 29

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

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

Exit Wealth Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.7% in Q2 2026, selling an estimated $15.3K and leaving 15,432 shares worth $702K. The position accounts for 0.32% of the portfolio, ranked #82.

Exit Wealth Advisors first reported a position in GBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Exit Wealth Advisors held 15,432 shares of Grayscale Bitcoin Trust worth $702K as of Q2 2026.
  • Exit Wealth Advisors sold 274 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $15.3K.
  • Grayscale Bitcoin Trust made up 0.32% of Exit Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Exit Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Exit Wealth Advisors's Grayscale Bitcoin Trust position peaked at $1.53M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.