Lugano Financial Advisors SA (LFA)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$83.5K	Hold	1,835	–	–	0.05%	127
2026 Q1	$96.8K	Hold	1,835	–	–	0.05%	112
2025 Q4	$125K	Hold	1,835	–	–	0.06%	109
2025 Q3	$165K	Hold	1,835	–	–	0.09%	87
2025 Q2	$156K	Hold	1,835	–	–	0.09%	85
2025 Q1	$120K	Hold	1,835	–	–	0.08%	99
2024 Q4	$136K	Sell	1,835 -915	-33%	-$60.3K	0.09%	94
2024 Q3	$139K	Sell	2,750 -294	-10%	-$14.3K	0.09%	94
2024 Q2	$131K	Hold	3,044	–	–	0.1%	84
2024 Q1	$174K	Buy	+3,044	New	+$134K	0.13%	72

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 $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

Lugano Financial Advisors SA (LFA)'s GBTC Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,835 shares worth $83.5K. The position accounts for 0.05% of the portfolio, ranked #127.

Lugano Financial Advisors SA (LFA) first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,835 shares of Grayscale Bitcoin Trust worth $83.5K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #127 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Lugano Financial Advisors SA (LFA)'s Grayscale Bitcoin Trust position peaked at $174K in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.