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Investment Research & Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Investment Research & 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 		$53.8K Hold
1,274
– – 0.02% 132
2026
Q1 		$62.4K Hold
1,274
– – 0.02% 115
2025
Q4 		$80.8K Hold
1,274
– – 0.03% 101
2025
Q3 		$106K Buy
1,274
+1,062
+501% +$95.6K 0.04% 89
2025
Q2 		$10.1K Sell
212
-156
-42% -$12.1K ﹤0.01% 169
2025
Q1 		$13.4K Hold
368
– – 0.01% 155
2024
Q4 		$15.4K Sell
368
-1,480
-80% -$97.6K 0.01% 143
2024
Q3 		$10.4K Buy
+1,848
New +$89.9K ﹤0.01% 153

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

Investment Research & Advisory Group's GBTC Position: Q2 2026 in Review

Investment Research & Advisory Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,274 shares worth $53.8K. The position accounts for 0.02% of the portfolio, ranked #132.

Investment Research & Advisory Group first reported a position in GBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $106K in Q3 2025. 598 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Investment Research & Advisory Group held 1,274 shares of Grayscale Bitcoin Trust worth $53.8K as of Q2 2026.
  • Investment Research & Advisory Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #132 holding.
  • Investment Research & Advisory Group first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Investment Research & Advisory Group's Grayscale Bitcoin Trust position peaked at $106K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.