LPL Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

LPL 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	$39.9M	Sell	876,469 -31,871	-4%	-$1.78M	0.01%	1130
2026 Q1	$47.9M	Sell	908,340 -68,874	-7%	-$4.1M	0.01%	941
2025 Q4	$66.8M	Sell	977,214 -42,860	-4%	-$3.36M	0.02%	732
2025 Q3	$91.6M	Sell	1,020,074 -21,913	-2%	-$1.97M	0.03%	559
2025 Q2	$88.4M	Sell	1,041,987 -20,618	-2%	-$1.6M	0.03%	522
2025 Q1	$69.2M	Sell	1,062,605 -58,851	-5%	-$4.34M	0.03%	555
2024 Q4	$83M	Buy	1,121,456 +4,728	+0.4%	+$312K	0.03%	456
2024 Q3	$56.4M	Sell	1,116,728 -24,514	-2%	-$1.19M	0.03%	570
2024 Q2	$54.9M	Buy	1,141,242 +76,049	+7%	+$4.01M	0.03%	524
2024 Q1	$60.8M	Buy	+1,065,193	New	+$46.9M	0.03%	480

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

LPL Financial's GBTC Position: Q2 2026 in Review

LPL Financial reduced its Grayscale Bitcoin Trust (GBTC) stake by 3.5% in Q2 2026, selling an estimated $1.78M and leaving 876,469 shares worth $39.9M. The position accounts for 0.01% of the portfolio, ranked #1130.

LPL Financial first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $91.6M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

LPL Financial held 876,469 shares of Grayscale Bitcoin Trust worth $39.9M as of Q2 2026.
LPL Financial sold 31,871 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.78M.
Grayscale Bitcoin Trust made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1130 holding.
LPL Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
LPL Financial's Grayscale Bitcoin Trust position peaked at $91.6M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.