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HUB Investment Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

HUB Investment Partners’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 		$9.1K Hold
200
– – ﹤0.01% 1379
2026
Q1 		$10.6K Hold
200
– – ﹤0.01% 1147
2025
Q4 		$13.7K Hold
200
– – ﹤0.01% 954
2025
Q3 		$18K Buy
+200
New +$18K ﹤0.01% 802

Other funds holding GBTC

HighTower Advisors
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MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

HUB Investment Partners's GBTC Position: Q2 2026 in Review

HUB Investment Partners increased its Grayscale Bitcoin Trust (GBTC) stake by 116% in Q2 2026, buying an estimated $562K and bringing the position to 18,728 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #495.

HUB Investment Partners first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q3 2025. 323 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • HUB Investment Partners held 18,728 shares of Grayscale Bitcoin Trust worth $852K as of Q2 2026.
  • HUB Investment Partners bought 10,076 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $562K.
  • Grayscale Bitcoin Trust made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #495 holding.
  • HUB Investment Partners first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • HUB Investment Partners's Grayscale Bitcoin Trust position peaked at $1.45M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.