Howe & Rusling’s Grayscale Bitcoin Trust GBTC Stock Holding History

Howe & Rusling’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	$236K	Hold	5,176	–	–	0.01%	292
2026 Q1	$273K	Hold	5,176	–	–	0.02%	250
2025 Q4	$354K	Hold	5,176	–	–	0.02%	216
2025 Q3	$465K	Sell	5,176 -435	-8%	-$39.1K	0.03%	184
2025 Q2	$476K	Buy	5,611 +738	+15%	+$57.4K	0.04%	176
2025 Q1	$318K	Sell	4,873 -4	-0.1%	-$295	0.03%	206
2024 Q4	$361K	Buy	4,877 +4	+0.1%	+$264	0.03%	193
2024 Q3	$246K	Sell	4,873 -85,404	-95%	-$4.16M	0.02%	228
2024 Q2	$4.34M	Hold	90,277	–	–	0.4%	76
2024 Q1	$5.15M	Buy	+90,277	New	+$3.97M	0.49%	67

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 40.89% 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

Howe & Rusling's GBTC Position: Q2 2026 in Review

Howe & Rusling held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 5,176 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #292.

Howe & Rusling first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.15M in Q1 2024. 599 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Howe & Rusling held 5,176 shares of Grayscale Bitcoin Trust worth $236K as of Q2 2026.
Howe & Rusling left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #292 holding.
Howe & Rusling first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Howe & Rusling's Grayscale Bitcoin Trust position peaked at $5.15M in Q1 2024.
599 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.