Leavell Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Leavell Investment Management’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	–	Sell	-4,675	Closed	-$247K	–	639
2026 Q1	$247K	Sell	4,675 -3,125	-40%	-$186K	0.01%	560
2025 Q4	$533K	Sell	7,800 -10,450	-57%	-$819K	0.02%	393
2025 Q3	$1.64M	Buy	18,250 +9,275	+103%	+$835K	0.07%	241
2025 Q2	$761K	Buy	8,975 +3,825	+74%	+$297K	0.03%	334
2025 Q1	$336K	Buy	5,150 +1,750	+51%	+$129K	0.02%	451
2024 Q4	$252K	Buy	+3,400	New	+$224K	0.01%	488
2024 Q3	–	Sell	-5,314	Closed	-$256K	–	541
2024 Q2	$256K	Buy	+5,314	New	+$280K	0.01%	457

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 $103B AUM 28.65% 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 40.91% 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

Leavell Investment Management's GBTC Position: Q2 2026 in Review

Leavell Investment Management sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,675 shares — an estimated $247K sold.

Leavell Investment Management first reported a position in GBTC in Q2 2024 and held it in 7 quarters. The position peaked at $1.64M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Leavell Investment Management reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Leavell Investment Management sold 4,675 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $247K.
Leavell Investment Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 7 quarters.
Leavell Investment Management's Grayscale Bitcoin Trust position peaked at $1.64M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.