Lido Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Lido 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	$6.31M	Sell	138,522 -26,947	-16%	-$1.5M	0.02%	449
2026 Q1	$8.73M	Buy	165,469 +6,174	+4%	+$368K	0.03%	343
2025 Q4	$13.9M	Buy	159,295 +14,139	+10%	+$1.11M	0.04%	269
2025 Q3	$13M	Buy	145,156 +10,798	+8%	+$972K	0.04%	263
2025 Q2	$11.4M	Sell	134,358 -2,151	-2%	-$167K	0.04%	239
2025 Q1	$8.9M	Buy	136,509 +2,385	+2%	+$176K	0.04%	247
2024 Q4	$9.93M	Buy	134,124 +71,422	+114%	+$4.71M	0.05%	217
2024 Q3	$3.17M	Sell	62,702 -12,721	-17%	-$619K	0.02%	383
2024 Q2	$3.63M	Sell	75,423 -11,846	-14%	-$624K	0.02%	333
2024 Q1	$4.98M	Buy	+87,269	New	+$3.84M	0.03%	285

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

Lido Advisors's GBTC Position: Q2 2026 in Review

Lido Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 16% in Q2 2026, selling an estimated $1.5M and leaving 138,522 shares worth $6.31M. The position accounts for 0.02% of the portfolio, ranked #449.

Lido Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.9M in Q4 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Lido Advisors held 138,522 shares of Grayscale Bitcoin Trust worth $6.31M as of Q2 2026.
Lido Advisors sold 26,947 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.5M.
Grayscale Bitcoin Trust made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #449 holding.
Lido Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Lido Advisors's Grayscale Bitcoin Trust position peaked at $13.9M in Q4 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.