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HBW Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

HBW Advisory Services’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 		– Sell
-4,717
Closed -$249K – 475
2026
Q1 		$249K Sell
4,717
-1,017
-18% -$60.6K 0.03% 388
2025
Q4 		$392K Sell
5,734
-439
-7% -$34.4K 0.04% 308
2025
Q3 		$554K Buy
6,173
+199
+3% +$17.9K 0.06% 248
2025
Q2 		$507K Buy
5,974
+289
+5% +$22.5K 0.06% 237
2025
Q1 		$370K Buy
5,685
+492
+9% +$36.3K 0.05% 251
2024
Q4 		$384K Buy
+5,193
New +$342K 0.04% 244

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

HBW Advisory Services's GBTC Position: Q2 2026 in Review

HBW Advisory Services sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,717 shares — an estimated $249K sold.

HBW Advisory Services first reported a position in GBTC in Q4 2024 and held it in 6 quarters. The position peaked at $554K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • HBW Advisory Services reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • HBW Advisory Services sold 4,717 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $249K.
  • HBW Advisory Services first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • HBW Advisory Services's Grayscale Bitcoin Trust position peaked at $554K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.