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Joseph P. Lucia & Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Joseph P. Lucia & Associates’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 		$817K Sell
17,945
-685
-4% -$38.2K 0.25% 80
2026
Q1 		$983K Sell
18,630
-1,896
-9% -$113K 0.35% 65
2025
Q4 		$1.4M Sell
20,526
-214
-1% -$16.8K 0.51% 55
2025
Q3 		$1.86M Sell
20,740
-1,608
-7% -$145K 0.7% 42
2025
Q2 		$1.9M Sell
22,348
-810
-3% -$63K 0.78% 39
2025
Q1 		$1.51M Sell
23,158
-3,212
-12% -$237K 0.69% 47
2024
Q4 		$1.95M Sell
26,370
-2,905
-10% -$192K 0.87% 37
2024
Q3 		$1.48M Sell
29,275
-5,305
-15% -$258K 0.68% 44
2024
Q2 		$1.66M Sell
34,580
-1,130
-3% -$59.5K 0.85% 40
2024
Q1 		$2.04M Buy
+35,710
New +$1.57M 1.09% 33

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 $103B AUM 28.65% 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 40.91% 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

Joseph P. Lucia & Associates's GBTC Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Grayscale Bitcoin Trust (GBTC) stake by 3.7% in Q2 2026, selling an estimated $38.2K and leaving 17,945 shares worth $817K. The position accounts for 0.25% of the portfolio, ranked #80.

Joseph P. Lucia & Associates first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.04M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Joseph P. Lucia & Associates held 17,945 shares of Grayscale Bitcoin Trust worth $817K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 685 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $38.2K.
  • Grayscale Bitcoin Trust made up 0.25% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #80 holding.
  • Joseph P. Lucia & Associates first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Joseph P. Lucia & Associates's Grayscale Bitcoin Trust position peaked at $2.04M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.