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Glass Jacobson Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Glass Jacobson 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 		$95.5K Hold
2,097
– – 0.03% 261
2026
Q1 		$111K Hold
2,097
– – 0.04% 240
2025
Q4 		$143K Hold
2,097
– – 0.05% 212
2025
Q3 		$188K Sell
2,097
-499
-19% -$44.9K 0.07% 189
2025
Q2 		$220K Hold
2,596
– – 0.08% 176
2025
Q1 		$192K Hold
2,596
– – 0.06% 233
2024
Q4 		$192K Buy
2,596
+6
+0.2% +$396 0.06% 233
2024
Q3 		$131K Buy
2,590
+382
+17% +$18.6K 0.04% 257
2024
Q2 		$106K Sell
2,208
-750
-25% -$39.5K 0.04% 260
2024
Q1 		$169K Buy
+2,958
New +$130K 0.06% 228

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

Glass Jacobson Investment Advisors's GBTC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 2,097 shares worth $95.5K. The position accounts for 0.03% of the portfolio, ranked #261.

Glass Jacobson Investment Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $220K in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2,097 shares of Grayscale Bitcoin Trust worth $95.5K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #261 holding.
  • Glass Jacobson Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Glass Jacobson Investment Advisors's Grayscale Bitcoin Trust position peaked at $220K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.