Financial Engines Advisors
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Financial Engines Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Engines 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 Sell
19,551
-6,949
-26% -$388K ﹤0.01% 328
2026
Q1 		$1.4M Sell
26,500
-716
-3% -$42.6K ﹤0.01% 262
2025
Q4 		$1.86M Sell
27,216
-4,362
-14% -$342K ﹤0.01% 247
2025
Q3 		$2.83M Sell
31,578
-196
-0.6% -$17.6K 0.01% 198
2025
Q2 		$2.69M Buy
+31,774
New +$2.47M 0.01% 192

Other funds holding GBTC

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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

Financial Engines Advisors's GBTC Position: Q2 2026 in Review

Financial Engines Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 26% in Q2 2026, selling an estimated $388K and leaving 19,551 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Financial Engines Advisors first reported a position in GBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.83M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Financial Engines Advisors held 19,551 shares of Grayscale Bitcoin Trust worth $890K as of Q2 2026.
  • Financial Engines Advisors sold 6,949 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $388K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #328 holding.
  • Financial Engines Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Financial Engines Advisors's Grayscale Bitcoin Trust position peaked at $2.83M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.