Focus Partners Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Focus Partners Wealth’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	$8.69M	Sell	190,971 -25,531	-12%	-$1.42M	0.01%	761
2026 Q1	$11.4M	Sell	216,502 -4,628	-2%	-$276K	0.01%	682
2025 Q4	$16.9M	Buy	221,130 +20,951	+10%	+$1.64M	0.02%	532
2025 Q3	$18M	Sell	200,179 -18,163	-8%	-$1.63M	0.03%	420
2025 Q2	$18.5M	Sell	218,342 -15,232	-7%	-$1.18M	0.04%	374
2025 Q1	$15.2M	Sell	233,574 -9,178	-4%	-$676K	0.04%	384
2024 Q4	$18M	Sell	242,752 -485,289	-67%	-$32M	0.05%	340
2024 Q3	$28.5M	Buy	728,041 +221,509	+44%	+$10.8M	0.09%	220
2024 Q2	$24.4M	Buy	506,532 +285,797	+129%	+$15.1M	0.08%	220
2024 Q1	$12.6M	Buy	+220,735	New	+$9.71M	0.1%	194

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Focus Partners Wealth's GBTC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Grayscale Bitcoin Trust (GBTC) stake by 12% in Q2 2026, selling an estimated $1.42M and leaving 190,971 shares worth $8.69M. The position accounts for 0.01% of the portfolio, ranked #761.

Focus Partners Wealth first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.5M in Q3 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Focus Partners Wealth held 190,971 shares of Grayscale Bitcoin Trust worth $8.69M as of Q2 2026.
Focus Partners Wealth sold 25,531 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.42M.
Grayscale Bitcoin Trust made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #761 holding.
Focus Partners Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's Grayscale Bitcoin Trust position peaked at $28.5M in Q3 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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