Milestone Asset Management Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Milestone Asset Management Group’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	$769K	Sell	16,894 -400	-2%	-$22.3K	0.39%	62
2026 Q1	$912K	Hold	17,294	–	–	0.53%	51
2025 Q4	$1.18M	Sell	17,294 -394	-2%	-$30.9K	0.67%	41
2025 Q3	$1.59M	Sell	17,688 -847	-5%	-$76.2K	1%	31
2025 Q2	$1.57M	Sell	18,535 -971	-5%	-$75.5K	1.16%	30
2025 Q1	$1.27M	Hold	19,506	–	–	1.15%	32
2024 Q4	$1.44M	Buy	+19,506	New	+$1.29M	1.29%	25

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

Milestone Asset Management Group's GBTC Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.3% in Q2 2026, selling an estimated $22.3K and leaving 16,894 shares worth $769K. The position accounts for 0.39% of the portfolio, ranked #62.

Milestone Asset Management Group first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Milestone Asset Management Group held 16,894 shares of Grayscale Bitcoin Trust worth $769K as of Q2 2026.
Milestone Asset Management Group sold 400 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $22.3K.
Grayscale Bitcoin Trust made up 0.39% of Milestone Asset Management Group's portfolio in Q2 2026, its #62 holding.
Milestone Asset Management Group first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Milestone Asset Management Group's Grayscale Bitcoin Trust position peaked at $1.59M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.