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LifeSteps Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

LifeSteps Financial’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 		$13.5K Buy
+296
New +$16.5K 0.01% 359
2024
Q2 		– Sell
-136
Closed -$7.77K – 204
2024
Q1 		$7.77K Buy
+136
New +$5.98K 0.01% 315

Other funds holding GBTC

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 40.89% 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

LifeSteps Financial's GBTC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 296 shares worth $13.5K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in GBTC as recently as Q1 2024.

LifeSteps Financial first reported a position in GBTC in Q1 2024 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • LifeSteps Financial held 296 shares of Grayscale Bitcoin Trust worth $13.5K as of Q2 2026.
  • Grayscale Bitcoin Trust was a new LifeSteps Financial position in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #359 holding.
  • LifeSteps Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.