Independent Advisor Alliance’s Grayscale Bitcoin Trust GBTC Stock Holding History

Independent Advisor Alliance’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	$716K	Buy	15,721 +3,944	+33%	+$220K	0.02%	557
2026 Q1	$621K	Sell	11,777 -74	-0.6%	-$4.41K	0.01%	1030
2025 Q4	$810K	Sell	11,851 -2,236	-16%	-$175K	0.02%	526
2025 Q3	$1.26M	Sell	14,087 -3,375	-19%	-$304K	0.03%	387
2025 Q2	$1.48M	Sell	17,462 -200	-1%	-$15.6K	0.04%	338
2025 Q1	$1.15M	Sell	17,662 -204	-1%	-$15K	0.04%	350
2024 Q4	$1.32M	Sell	17,866 -80,646	-82%	-$5.32M	0.02%	635
2024 Q3	$4.97M	Buy	98,512 +1,065	+1%	+$51.8K	0.18%	97
2024 Q2	$4.69M	Buy	97,447 +39,429	+68%	+$2.08M	0.16%	110
2024 Q1	$3.31M	Buy	+58,018	New	+$2.55M	0.12%	155

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

Independent Advisor Alliance's GBTC Position: Q2 2026 in Review

Independent Advisor Alliance increased its Grayscale Bitcoin Trust (GBTC) stake by 33% in Q2 2026, buying an estimated $220K and bringing the position to 15,721 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #557.

Independent Advisor Alliance first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.97M in Q3 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Independent Advisor Alliance held 15,721 shares of Grayscale Bitcoin Trust worth $716K as of Q2 2026.
Independent Advisor Alliance bought 3,944 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $220K.
Grayscale Bitcoin Trust made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #557 holding.
Independent Advisor Alliance first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Independent Advisor Alliance's Grayscale Bitcoin Trust position peaked at $4.97M in Q3 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.