MONECO Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

MONECO Advisors’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	$1.34M	Sell	29,485 -33,857	-53%	-$1.89M	0.08%	225
2026 Q1	$3.34M	Sell	63,342 -929	-1%	-$55.3K	0.26%	92
2025 Q4	$4.39M	Sell	64,271 -5,149	-7%	-$404K	0.35%	59
2025 Q3	$6.23M	Sell	69,420 -99	-0.1%	-$8.91K	0.52%	38
2025 Q2	$5.9M	Sell	69,519 -2,200	-3%	-$171K	0.55%	38
2025 Q1	$4.67M	Sell	71,719 -6,389	-8%	-$471K	0.48%	38
2024 Q4	$5.78M	Buy	78,108 +1,161	+2%	+$76.5K	0.61%	35
2024 Q3	$3.89M	Sell	76,947 -8,480	-10%	-$413K	0.48%	54
2024 Q2	$4.11M	Sell	85,427 -30,398	-26%	-$1.6M	0.6%	36
2024 Q1	$6.61M	Buy	+115,825	New	+$5.1M	1.05%	17

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

MONECO Advisors's GBTC Position: Q2 2026 in Review

MONECO Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 53% in Q2 2026, selling an estimated $1.89M and leaving 29,485 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #225.

MONECO Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.61M in Q1 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

MONECO Advisors held 29,485 shares of Grayscale Bitcoin Trust worth $1.34M as of Q2 2026.
MONECO Advisors sold 33,857 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.89M.
Grayscale Bitcoin Trust made up 0.08% of MONECO Advisors's portfolio in Q2 2026, its #225 holding.
MONECO Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
MONECO Advisors's Grayscale Bitcoin Trust position peaked at $6.61M in Q1 2024.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.