Global Retirement Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Global Retirement Partners’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	$1.74M	Buy	+38,151	New	+$2.13M	0.03%	541
2025 Q4	$4.4M	Buy	64,428 +1,074	+2%	+$84.2K	0.08%	234
2025 Q3	$5.69M	Sell	63,354 -275	-0.4%	-$24.7K	0.13%	146
2025 Q2	$5.4M	Buy	+63,629	New	+$4.95M	0.13%	146
2024 Q4	$4.81M	Sell	64,930 -4,471	-6%	-$295K	0.14%	145
2024 Q3	$3.5M	Sell	69,401 -3,155	-4%	-$154K	0.11%	182
2024 Q2	$3.49M	Buy	72,556 +28,472	+65%	+$1.5M	0.11%	184
2024 Q1	$2.52M	Buy	+44,084	New	+$1.94M	0.09%	214

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 40.89% 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

Global Retirement Partners's GBTC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 38,151 shares worth $1.74M. The stake represents 0.03% of the portfolio and ranks #541 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GBTC as recently as Q4 2025.

Global Retirement Partners first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.69M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Global Retirement Partners held 38,151 shares of Grayscale Bitcoin Trust worth $1.74M as of Q2 2026.
Grayscale Bitcoin Trust was a new Global Retirement Partners position in Q2 2026.
Grayscale Bitcoin Trust made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #541 holding.
Global Retirement Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Global Retirement Partners's Grayscale Bitcoin Trust position peaked at $5.69M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.