Grimes & Company’s Grayscale Bitcoin Trust GBTC Stock Holding History

Grimes & Company’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	$939K	Sell	20,621 -250	-1%	-$13.9K	0.02%	260
2026 Q1	$1.1M	Sell	20,871 -205	-1%	-$12.2K	0.03%	230
2025 Q4	$1.44M	Sell	21,076 -4,849	-19%	-$380K	0.03%	218
2025 Q3	$2.33M	Sell	25,925 -2,413	-9%	-$217K	0.06%	174
2025 Q2	$2.4M	Hold	28,338	–	–	0.07%	152
2025 Q1	$1.85M	Buy	28,338 +483	+2%	+$35.6K	0.06%	147
2024 Q4	$2.06M	Sell	27,855 -8,813	-24%	-$581K	0.06%	150
2024 Q3	$1.85M	Sell	36,668 -4,289	-10%	-$209K	0.05%	152
2024 Q2	$1.97M	Buy	40,957 +5,841	+17%	+$308K	0.06%	134
2024 Q1	$2M	Buy	+35,116	New	+$1.55M	0.06%	135

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

Grimes & Company's GBTC Position: Q2 2026 in Review

Grimes & Company reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.2% in Q2 2026, selling an estimated $13.9K and leaving 20,621 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #260.

Grimes & Company first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.4M in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Grimes & Company held 20,621 shares of Grayscale Bitcoin Trust worth $939K as of Q2 2026.
Grimes & Company sold 250 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $13.9K.
Grayscale Bitcoin Trust made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #260 holding.
Grimes & Company first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Grimes & Company's Grayscale Bitcoin Trust position peaked at $2.4M in Q2 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.