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IFP Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

IFP 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 		$286K Sell
6,286
-169
-3% -$9.42K 0.01% 1311
2026
Q1 		$341K Sell
6,455
-1,222
-16% -$72.8K 0.01% 1126
2025
Q4 		$525K Buy
7,677
+2,864
+60% +$224K 0.01% 908
2025
Q3 		$432K Buy
4,813
+508
+12% +$45.7K 0.01% 905
2025
Q2 		$365K Buy
4,305
+857
+25% +$66.6K 0.01% 969
2025
Q1 		$225K Buy
3,448
+76
+2% +$5.6K 0.01% 1122
2024
Q4 		$250K Buy
3,372
+1,612
+92% +$106K 0.01% 1031
2024
Q3 		$88.9K Sell
1,760
-1,849
-51% -$90K ﹤0.01% 1460
2024
Q2 		$174K Buy
3,609
+2,253
+166% +$119K 0.01% 1109
2024
Q1 		$77.4K Buy
+1,356
New +$59.7K ﹤0.01% 1398

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 $103B AUM 28.65% 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

IFP Advisors's GBTC Position: Q2 2026 in Review

IFP Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.6% in Q2 2026, selling an estimated $9.42K and leaving 6,286 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #1311.

IFP Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $525K in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • IFP Advisors held 6,286 shares of Grayscale Bitcoin Trust worth $286K as of Q2 2026.
  • IFP Advisors sold 169 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $9.42K.
  • Grayscale Bitcoin Trust made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1311 holding.
  • IFP Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • IFP Advisors's Grayscale Bitcoin Trust position peaked at $525K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.