Independent Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Independent Financial Group’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	$2.2M	Sell	48,253 -4,095	-8%	-$228K	0.04%	425
2026 Q1	$2.76M	Sell	52,348 -1,581	-3%	-$94.2K	0.06%	325
2025 Q4	$3.69M	Sell	53,929 -1,989	-4%	-$156K	0.08%	225
2025 Q3	$5.02M	Sell	55,918 -240	-0.4%	-$21.6K	0.12%	152
2025 Q2	$4.76M	Sell	56,158 -9,226	-14%	-$717K	0.13%	147
2025 Q1	$4.26M	Sell	65,384 -49,693	-43%	-$3.66M	0.15%	139
2024 Q4	$8.52M	Buy	115,077 +2,935	+3%	+$193K	0.28%	58
2024 Q3	$5.66M	Sell	112,142 -16,277	-13%	-$792K	0.21%	89
2024 Q2	$6.18M	Buy	128,419 +732	+0.6%	+$38.6K	0.25%	77
2024 Q1	$7.29M	Buy	+127,687	New	+$5.62M	0.33%	58

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 Financial Group's GBTC Position: Q2 2026 in Review

Independent Financial Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 7.8% in Q2 2026, selling an estimated $228K and leaving 48,253 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #425.

Independent Financial Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.52M in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Independent Financial Group held 48,253 shares of Grayscale Bitcoin Trust worth $2.2M as of Q2 2026.
Independent Financial Group sold 4,095 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $228K.
Grayscale Bitcoin Trust made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #425 holding.
Independent Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's Grayscale Bitcoin Trust position peaked at $8.52M in Q4 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.