MAI Capital Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

MAI Capital 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	$1.04M	Sell	22,886 -4,778	-17%	-$266K	﹤0.01%	954
2026 Q1	$1.46M	Sell	27,664 -362	-1%	-$21.6K	0.01%	664
2025 Q4	$1.92M	Buy	28,026 +5,331	+23%	+$418K	0.01%	571
2025 Q3	$2.04M	Sell	22,695 -1,166	-5%	-$105K	0.01%	535
2025 Q2	$2.02M	Buy	23,861 +125	+0.5%	+$9.72K	0.01%	486
2025 Q1	$1.55M	Sell	23,736 -858	-3%	-$63.2K	0.01%	529
2024 Q4	$1.82M	Buy	+24,594	New	+$1.62M	0.01%	497

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

MAI Capital Management's GBTC Position: Q2 2026 in Review

MAI Capital Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 17% in Q2 2026, selling an estimated $266K and leaving 22,886 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #954.

MAI Capital Management first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

MAI Capital Management held 22,886 shares of Grayscale Bitcoin Trust worth $1.04M as of Q2 2026.
MAI Capital Management sold 4,778 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $266K.
Grayscale Bitcoin Trust made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #954 holding.
MAI Capital Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's Grayscale Bitcoin Trust position peaked at $2.04M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.