Narus Financial Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Narus Financial 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	$212K	Sell	4,662 -968	-17%	-$54K	0.05%	171
2026 Q1	$297K	Buy	5,630 +62	+1%	+$3.69K	0.08%	136
2025 Q4	$381K	Sell	5,568 -204	-4%	-$16K	0.1%	117
2025 Q3	$518K	Buy	5,772 +226	+4%	+$20.3K	0.14%	92
2025 Q2	$470K	Buy	5,546 +496	+10%	+$38.6K	0.15%	85
2025 Q1	$329K	Buy	5,050 +1,100	+28%	+$81.1K	0.11%	106
2024 Q4	$292K	Buy	+3,950	New	+$260K	0.1%	117
2024 Q2	–	Sell	-3,541	Closed	-$202K	–	146
2024 Q1	$202K	Buy	+3,541	New	+$156K	0.09%	139

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

Narus Financial Partners's GBTC Position: Q2 2026 in Review

Narus Financial Partners reduced its Grayscale Bitcoin Trust (GBTC) stake by 17% in Q2 2026, selling an estimated $54K and leaving 4,662 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #171.

Narus Financial Partners first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $518K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Narus Financial Partners held 4,662 shares of Grayscale Bitcoin Trust worth $212K as of Q2 2026.
Narus Financial Partners sold 968 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $54K.
Grayscale Bitcoin Trust made up 0.05% of Narus Financial Partners's portfolio in Q2 2026, its #171 holding.
Narus Financial Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Narus Financial Partners's Grayscale Bitcoin Trust position peaked at $518K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.