NewEdge Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

NewEdge 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	$1.46M	Sell	32,107 -3,305	-9%	-$184K	﹤0.01%	1406
2026 Q1	$1.87M	Sell	35,412 -7,240	-17%	-$431K	0.01%	1149
2025 Q4	$2.92M	Sell	42,652 -5,278	-11%	-$414K	0.01%	887
2025 Q3	$4.3M	Sell	47,930 -5,647	-11%	-$508K	0.02%	692
2025 Q2	$4.54M	Buy	53,577 +3,795	+8%	+$295K	0.02%	604
2025 Q1	$3.24M	Buy	49,782 +1,472	+3%	+$108K	0.02%	654
2024 Q4	$3.58M	Buy	48,310 +1,309	+3%	+$86.3K	0.02%	606
2024 Q3	$2.37M	Buy	47,001 +6,065	+15%	+$295K	0.02%	719
2024 Q2	$1.97M	Sell	40,936 -337	-0.8%	-$17.7K	0.01%	758
2024 Q1	$2.36M	Buy	+41,273	New	+$1.82M	0.02%	635

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

NewEdge Advisors's GBTC Position: Q2 2026 in Review

NewEdge Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 9.3% in Q2 2026, selling an estimated $184K and leaving 32,107 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

NewEdge Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.54M in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

NewEdge Advisors held 32,107 shares of Grayscale Bitcoin Trust worth $1.46M as of Q2 2026.
NewEdge Advisors sold 3,305 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $184K.
Grayscale Bitcoin Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1406 holding.
NewEdge Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
NewEdge Advisors's Grayscale Bitcoin Trust position peaked at $4.54M in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.