GIA
GBTC icon

Gladstone Institutional Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

Gladstone Institutional Advisory’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 		$243K Hold
5,337
– – 0.01% 804
2026
Q1 		$282K Buy
+5,337
New +$318K 0.01% 687
2025
Q4 		– Sell
-2,650
Closed -$238K – 816
2025
Q3 		$238K Buy
2,650
+50
+2% +$4.5K 0.01% 718
2025
Q2 		$221K Buy
+2,600
New +$202K 0.01% 687

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 40.89% 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

Gladstone Institutional Advisory's GBTC Position: Q2 2026 in Review

Gladstone Institutional Advisory held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 5,337 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #804.

Gladstone Institutional Advisory first reported a position in GBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q1 2026. 598 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Gladstone Institutional Advisory held 5,337 shares of Grayscale Bitcoin Trust worth $243K as of Q2 2026.
  • Gladstone Institutional Advisory left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #804 holding.
  • Gladstone Institutional Advisory first reported a position in Grayscale Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Gladstone Institutional Advisory's Grayscale Bitcoin Trust position peaked at $282K in Q1 2026.
  • 598 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.