McDonald Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

McDonald Partners’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	$123K	Buy	+2,707	New	+$151K	0.03%	255
2025 Q4	–	Sell	-2,500	Closed	-$224K	–	217
2025 Q3	$224K	Sell	2,500 -2,500	-50%	-$225K	0.07%	216
2025 Q2	$424K	Hold	5,000	–	–	0.1%	185
2025 Q1	$326K	Sell	5,000 -100	-2%	-$7.37K	0.08%	197
2024 Q4	$378K	Sell	5,100 -1,180	-19%	-$77.8K	0.1%	183
2024 Q3	$317K	Sell	6,280 -672	-10%	-$32.7K	0.08%	197
2024 Q2	$334K	Buy	6,952 +55	+0.8%	+$2.9K	0.09%	192
2024 Q1	$394K	Buy	+6,897	New	+$303K	0.11%	185

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 $104B AUM 28.3% 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 40.89% 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

McDonald Partners's GBTC Position: Q2 2026 in Review

McDonald Partners opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 2,707 shares worth $123K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: McDonald Partners previously reported a position in GBTC as recently as Q3 2025.

McDonald Partners first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $424K in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

McDonald Partners held 2,707 shares of Grayscale Bitcoin Trust worth $123K as of Q2 2026.
Grayscale Bitcoin Trust was a new McDonald Partners position in Q2 2026.
Grayscale Bitcoin Trust made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #255 holding.
McDonald Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
McDonald Partners's Grayscale Bitcoin Trust position peaked at $424K in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.