Moneta Group Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Moneta Group Investment 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	$963K	Buy	21,146 +2,269	+12%	+$127K	0.01%	404
2026 Q1	$996K	Sell	18,877 -193	-1%	-$11.5K	0.01%	362
2025 Q4	$1.3M	Sell	19,070 -2,352	-11%	-$184K	0.01%	318
2025 Q3	$1.92M	Buy	21,422 +21	+0.1%	+$1.89K	0.02%	267
2025 Q2	$1.82M	Sell	21,401 -739	-3%	-$57.5K	0.02%	237
2025 Q1	$1.44M	Buy	22,140 +122	+0.6%	+$8.99K	0.02%	244
2024 Q4	$1.63M	Buy	22,018 +288	+1%	+$19K	0.02%	229
2024 Q3	$1.1M	Sell	21,730 -5,699	-21%	-$277K	0.02%	270
2024 Q2	$1.18M	Sell	27,429 -394	-1%	-$20.8K	0.02%	249
2024 Q1	$1.42M	Buy	+27,823	New	+$1.22M	0.02%	227

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 40.91% 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

Moneta Group Investment Advisors's GBTC Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 12% in Q2 2026, buying an estimated $127K and bringing the position to 21,146 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #404.

Moneta Group Investment Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.92M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Moneta Group Investment Advisors held 21,146 shares of Grayscale Bitcoin Trust worth $963K as of Q2 2026.
Moneta Group Investment Advisors bought 2,269 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $127K.
Grayscale Bitcoin Trust made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #404 holding.
Moneta Group Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Grayscale Bitcoin Trust position peaked at $1.92M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.