HCR Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

HCR Wealth 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	$837K	Hold	18,379	–	–	0.07%	125
2026 Q1	$970K	Buy	18,379 +1,100	+6%	+$65.5K	0.1%	110
2025 Q4	$1.18M	Sell	17,279 -33	-0.2%	-$2.59K	0.12%	103
2025 Q3	$1.64M	Hold	17,312	–	–	0.17%	77
2025 Q2	$1.47M	Sell	17,312 -538	-3%	-$41.8K	0.17%	81
2025 Q1	$1.16M	Hold	17,850	–	–	0.15%	92
2024 Q4	$1.32M	Hold	17,850	–	–	0.17%	87
2024 Q3	$901K	Sell	17,850 -13,290	-43%	-$647K	0.12%	106
2024 Q2	$1.5M	Buy	31,140 +614	+2%	+$32.3K	0.21%	70
2024 Q1	$1.74M	Buy	+30,526	New	+$1.34M	0.26%	65

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 $103B AUM 28.65% 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

HCR Wealth Advisors's GBTC Position: Q2 2026 in Review

HCR Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 18,379 shares worth $837K. The position accounts for 0.07% of the portfolio, ranked #125.

HCR Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.74M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

HCR Wealth Advisors held 18,379 shares of Grayscale Bitcoin Trust worth $837K as of Q2 2026.
HCR Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.07% of HCR Wealth Advisors's portfolio in Q2 2026, its #125 holding.
HCR Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
HCR Wealth Advisors's Grayscale Bitcoin Trust position peaked at $1.74M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.