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Lifeworks Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Lifeworks 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 		$203K Sell
4,456
-90
-2% -$5.02K 0.02% 331
2026
Q1 		$240K Sell
4,546
-1,008
-18% -$60K 0.03% 275
2025
Q4 		$380K Sell
5,554
-141
-2% -$11.1K 0.05% 239
2025
Q3 		$511K Buy
5,695
+494
+9% +$44.5K 0.07% 204
2025
Q2 		$441K Sell
5,201
-19
-0.4% -$1.48K 0.07% 213
2025
Q1 		$340K Sell
5,220
-561
-10% -$41.3K 0.06% 233
2024
Q4 		$428K Buy
5,781
+400
+7% +$26.4K 0.08% 188
2024
Q3 		$272K Buy
5,381
+456
+9% +$22.2K 0.05% 242
2024
Q2 		$237K Buy
4,925
+157
+3% +$8.27K 0.07% 203
2024
Q1 		$272K Buy
+4,768
New +$210K 0.08% 191

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 $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

Lifeworks Advisors's GBTC Position: Q2 2026 in Review

Lifeworks Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 2% in Q2 2026, selling an estimated $5.02K and leaving 4,456 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #331.

Lifeworks Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $511K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Lifeworks Advisors held 4,456 shares of Grayscale Bitcoin Trust worth $203K as of Q2 2026.
  • Lifeworks Advisors sold 90 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $5.02K.
  • Grayscale Bitcoin Trust made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #331 holding.
  • Lifeworks Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Lifeworks Advisors's Grayscale Bitcoin Trust position peaked at $511K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.