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Lodestone Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Lodestone Wealth 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 		$14K Hold
308
– – ﹤0.01% 470
2026
Q1 		$16.3K Hold
308
– – 0.01% 443
2025
Q4 		$21.1K Buy
+308
New +$24.1K 0.01% 404

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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

Lodestone Wealth Management's GBTC Position: Q2 2026 in Review

Lodestone Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 308 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Lodestone Wealth Management first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.1K in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Lodestone Wealth Management held 308 shares of Grayscale Bitcoin Trust worth $14K as of Q2 2026.
  • Lodestone Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Lodestone Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Grayscale Bitcoin Trust position peaked at $21.1K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.