Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kovitz Investment Group Partners’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 		$2.93M Hold
64,322
– – 0.06% 179
2026
Q1 		$3.39M Buy
64,322
+100
+0.2% +$5.96K 0.08% 166
2025
Q4 		$4.39M Buy
64,222
+41,120
+178% +$3.22M 0.1% 152
2025
Q3 		$2.07M Buy
23,102
+1,379
+6% +$124K 0.01% 659
2025
Q2 		$1.84M Buy
21,723
+2,311
+12% +$180K 0.01% 645
2025
Q1 		$1.27M Buy
19,412
+2,295
+13% +$169K 0.01% 682
2024
Q4 		$1.27M Buy
17,117
+138
+0.8% +$9.1K 0.01% 669
2024
Q3 		$622K Buy
+16,979
New +$826K ﹤0.01% 718

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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

Kovitz Investment Group Partners's GBTC Position: Q2 2026 in Review

Kovitz Investment Group Partners held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 64,322 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #179.

Kovitz Investment Group Partners first reported a position in GBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.39M in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Kovitz Investment Group Partners held 64,322 shares of Grayscale Bitcoin Trust worth $2.93M as of Q2 2026.
  • Kovitz Investment Group Partners left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #179 holding.
  • Kovitz Investment Group Partners first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's Grayscale Bitcoin Trust position peaked at $4.39M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.