HFG Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

HFG Wealth Management’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	$515K	Sell	11,320 -30,332	-73%	-$1.69M	0.52%	28
2026 Q1	$2.2M	Sell	41,652 -1,368	-3%	-$81.5K	1.21%	22
2025 Q4	$2.94M	Sell	43,020 -2,102	-5%	-$165K	1.62%	17
2025 Q3	$4.05M	Sell	45,122 -3,843	-8%	-$346K	2.2%	16
2025 Q2	$3.19M	Sell	48,965 -426	-0.9%	-$33.1K	1.95%	17
2025 Q1	$3.66M	Sell	49,391 -3,531	-7%	-$260K	2.21%	17
2024 Q4	$2.67M	Sell	52,922 -107,695	-67%	-$7.1M	1.73%	16
2024 Q3	$8.55M	Sell	160,617 -17,186	-10%	-$837K	5.45%	7
2024 Q2	$8.55M	Sell	177,803 -61,043	-26%	-$3.21M	5.45%	7
2024 Q1	$13.6M	Buy	+238,846	New	+$10.5M	8.03%	5

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

HFG Wealth Management's GBTC Position: Q2 2026 in Review

HFG Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 73% in Q2 2026, selling an estimated $1.69M and leaving 11,320 shares worth $515K. The position accounts for 0.52% of the portfolio, ranked #28.

HFG Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.6M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

HFG Wealth Management held 11,320 shares of Grayscale Bitcoin Trust worth $515K as of Q2 2026.
HFG Wealth Management sold 30,332 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.69M.
Grayscale Bitcoin Trust made up 0.52% of HFG Wealth Management's portfolio in Q2 2026, its #28 holding.
HFG Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
HFG Wealth Management's Grayscale Bitcoin Trust position peaked at $13.6M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.