Foundations Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Foundations Investment 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	$5.51M	Sell	121,134 -7,893	-6%	-$440K	0.06%	234
2026 Q1	$6.81M	Buy	129,027 +1,920	+2%	+$114K	0.08%	185
2025 Q4	$8.69M	Sell	127,107 -2,525	-2%	-$198K	0.11%	160
2025 Q3	$11.6M	Buy	129,632 +4,490	+4%	+$404K	0.17%	126
2025 Q2	$10.6M	Sell	125,142 -19,314	-13%	-$1.5M	0.17%	132
2025 Q1	$9.41M	Buy	144,456 +621	+0.4%	+$45.8K	0.17%	130
2024 Q4	$10.6M	Buy	143,835 +29,389	+26%	+$1.94M	0.21%	103
2024 Q3	$5.78M	Sell	114,446 -10,237	-8%	-$498K	0.12%	151
2024 Q2	$6M	Buy	124,683 +521	+0.4%	+$27.4K	0.15%	124
2024 Q1	$7.09M	Buy	+124,162	New	+$5.46M	0.19%	98

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 $103B AUM 28.65% 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

Foundations Investment Advisors's GBTC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 6.1% in Q2 2026, selling an estimated $440K and leaving 121,134 shares worth $5.51M. The position accounts for 0.06% of the portfolio, ranked #234.

Foundations Investment Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.6M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Foundations Investment Advisors held 121,134 shares of Grayscale Bitcoin Trust worth $5.51M as of Q2 2026.
Foundations Investment Advisors sold 7,893 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $440K.
Grayscale Bitcoin Trust made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #234 holding.
Foundations Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Foundations Investment Advisors's Grayscale Bitcoin Trust position peaked at $11.6M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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