Insigneo Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Insigneo Advisory Services’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	$593K	Buy	13,028 +7,510	+136%	+$419K	0.02%	444
2026 Q1	$291K	Sell	5,518 -6,115	-53%	-$364K	0.02%	513
2025 Q4	$795K	Sell	11,633 -3,809	-25%	-$299K	0.06%	257
2025 Q3	$1.39M	Buy	15,442 +4,279	+38%	+$385K	0.1%	168
2025 Q2	$947K	Buy	11,163 +3,067	+38%	+$238K	0.08%	194
2025 Q1	$528K	Buy	8,096 +1,595	+25%	+$118K	0.05%	288
2024 Q4	$481K	Sell	6,501 -210	-3%	-$13.8K	0.05%	305
2024 Q3	$339K	Sell	6,711 -1,339	-17%	-$65.2K	0.03%	415
2024 Q2	$310K	Buy	+8,050	New	+$424K	0.03%	400

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 40.91% 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

Insigneo Advisory Services's GBTC Position: Q2 2026 in Review

Insigneo Advisory Services increased its Grayscale Bitcoin Trust (GBTC) stake by 136% in Q2 2026, buying an estimated $419K and bringing the position to 13,028 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #444.

Insigneo Advisory Services first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Insigneo Advisory Services held 13,028 shares of Grayscale Bitcoin Trust worth $593K as of Q2 2026.
Insigneo Advisory Services bought 7,510 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $419K.
Grayscale Bitcoin Trust made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #444 holding.
Insigneo Advisory Services first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's Grayscale Bitcoin Trust position peaked at $1.39M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.