JNBA Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

JNBA Financial Advisors’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	$22.8K	Hold	500	–	–	﹤0.01%	421
2026 Q1	$26.4K	Hold	500	–	–	﹤0.01%	381
2025 Q4	$34.2K	Hold	500	–	–	﹤0.01%	359
2025 Q3	$44.9K	Sell	500 -1,750	-78%	-$157K	﹤0.01%	315
2025 Q2	$191K	Hold	2,250	–	–	0.02%	183
2025 Q1	$147K	Hold	2,250	–	–	0.02%	189
2024 Q4	$167K	Hold	2,250	–	–	0.02%	184
2024 Q3	$114K	Sell	2,250 -241	-10%	-$11.7K	0.01%	212
2024 Q2	$120K	Hold	2,491	–	–	0.01%	214
2024 Q1	$142K	Buy	+2,491	New	+$110K	0.01%	206

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 40.89% 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

JNBA Financial Advisors's GBTC Position: Q2 2026 in Review

JNBA Financial Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 500 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

JNBA Financial Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $191K in Q2 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

JNBA Financial Advisors held 500 shares of Grayscale Bitcoin Trust worth $22.8K as of Q2 2026.
JNBA Financial Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #421 holding.
JNBA Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
JNBA Financial Advisors's Grayscale Bitcoin Trust position peaked at $191K in Q2 2025.
603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.