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Investmark Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Investmark Advisory 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 		– Sell
-4,038
Closed -$213K – 151
2026
Q1 		$213K Hold
4,038
– – 0.09% 129
2025
Q4 		$276K Hold
4,038
– – 0.12% 113
2025
Q3 		$362K Hold
4,038
– – 0.16% 95
2025
Q2 		$343K Hold
4,038
– – 0.16% 95
2025
Q1 		$263K Hold
4,038
– – 0.13% 102
2024
Q4 		$299K Hold
4,038
– – 0.15% 95
2024
Q3 		$204K Sell
4,038
-432
-10% -$21K 0.1% 117
2024
Q2 		$215K Buy
+4,470
New +$235K 0.11% 108

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 $104B AUM 28.3% 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 40.89% 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

Investmark Advisory Group's GBTC Position: Q2 2026 in Review

Investmark Advisory Group sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,038 shares — an estimated $213K sold.

Investmark Advisory Group first reported a position in GBTC in Q2 2024 and held it in 8 quarters. The position peaked at $362K in Q3 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Investmark Advisory Group reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Investmark Advisory Group sold 4,038 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $213K.
  • Investmark Advisory Group first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 8 quarters.
  • Investmark Advisory Group's Grayscale Bitcoin Trust position peaked at $362K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.