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Jackson Grant Investment Advisers’s Grayscale Bitcoin Trust GBTC Stock Holding History

Jackson Grant Investment Advisers’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 		$61.5K Hold
1,352
– – 0.02% 186
2026
Q1 		$71.3K Sell
1,352
-35
-3% -$2.08K 0.02% 184
2025
Q4 		$94.8K Hold
1,387
– – 0.03% 160
2025
Q3 		$125K Hold
1,387
– – 0.04% 144
2025
Q2 		$118K Hold
1,387
– – 0.04% 137
2025
Q1 		$90.4K Hold
1,387
– – 0.04% 146
2024
Q4 		$103K Hold
1,387
– – 0.04% 140
2024
Q3 		$70K Sell
1,387
-148
-10% -$7.2K 0.03% 162
2024
Q2 		$73.8K Hold
1,535
– – 0.03% 154
2024
Q1 		$87.6K Buy
+1,535
New +$67.5K 0.04% 148

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

Jackson Grant Investment Advisers's GBTC Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,352 shares worth $61.5K. The position accounts for 0.02% of the portfolio, ranked #186.

Jackson Grant Investment Advisers first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $125K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,352 shares of Grayscale Bitcoin Trust worth $61.5K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #186 holding.
  • Jackson Grant Investment Advisers first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Jackson Grant Investment Advisers's Grayscale Bitcoin Trust position peaked at $125K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.