N.E.W. Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

N.E.W. Advisory Services’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	$5.46K	Buy	120 +20	+20%	+$1.11K	﹤0.01%	734
2026 Q1	$5.28K	Sell	100 -4	-4%	-$238	﹤0.01%	729
2025 Q4	$7.11K	Hold	104	–	–	﹤0.01%	672
2025 Q3	$9.34K	Sell	104 -5,165	-98%	-$465K	﹤0.01%	592
2025 Q2	$447K	Sell	5,269 -2,650	-33%	-$206K	0.04%	120
2025 Q1	$516K	Hold	7,919	–	–	0.04%	127
2024 Q4	$586K	Hold	7,919	–	–	0.06%	105
2024 Q3	$400K	Sell	7,919 -847	-10%	-$41.2K	0.04%	128
2024 Q2	$422K	Hold	8,766	–	–	0.05%	115
2024 Q1	$500K	Buy	+8,766	New	+$386K	0.06%	103

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

N.E.W. Advisory Services's GBTC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Grayscale Bitcoin Trust (GBTC) stake by 20% in Q2 2026, buying an estimated $1.11K and bringing the position to 120 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

N.E.W. Advisory Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $586K in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

N.E.W. Advisory Services held 120 shares of Grayscale Bitcoin Trust worth $5.46K as of Q2 2026.
N.E.W. Advisory Services bought 20 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.11K.
Grayscale Bitcoin Trust made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #734 holding.
N.E.W. Advisory Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
N.E.W. Advisory Services's Grayscale Bitcoin Trust position peaked at $586K in Q4 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.