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Heritage Family Offices’s Grayscale Bitcoin Trust GBTC Stock Holding History

Heritage Family Offices’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 		$288K Hold
6,325
– – 0.11% 157
2026
Q1 		$334K Hold
6,325
– – 0.15% 129
2025
Q4 		$432K Hold
6,325
– – 0.2% 105
2025
Q3 		$568K Hold
6,325
– – 0.26% 82
2025
Q2 		$419K Hold
6,325
– – 0.21% 103
2025
Q1 		$412K Hold
6,325
– – 0.21% 103
2024
Q4 		$468K Sell
6,325
-555
-8% -$36.6K 0.23% 91
2024
Q3 		$347K Sell
6,880
-736
-10% -$35.8K 0.18% 115
2024
Q2 		$366K Buy
+7,616
New +$401K 0.2% 99

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 $104B AUM 28.3% 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

Heritage Family Offices's GBTC Position: Q2 2026 in Review

Heritage Family Offices held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,325 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #157.

Heritage Family Offices first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Heritage Family Offices held 6,325 shares of Grayscale Bitcoin Trust worth $288K as of Q2 2026.
  • Heritage Family Offices left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #157 holding.
  • Heritage Family Offices first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's Grayscale Bitcoin Trust position peaked at $568K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.