Innovative Advisory Group, LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Innovative Advisory Group, LLC’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	$1.94M	Sell	42,627 -4,087	-9%	-$228K	1.47%	9
2026 Q1	$2.46M	Sell	46,714 -5,651	-11%	-$337K	2.02%	8
2025 Q4	$3.58M	Sell	52,365 -889	-2%	-$69.7K	2.28%	11
2025 Q3	$4.78M	Sell	53,254 -588	-1%	-$52.9K	2.94%	10
2025 Q2	$4.57M	Sell	53,842 -2,092	-4%	-$163K	3.86%	7
2025 Q1	$3.65M	Sell	55,934 -62,018	-53%	-$4.57M	3.46%	6
2024 Q4	$8.73M	Buy	+117,952	New	+$7.78M	7.58%	4

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

Innovative Advisory Group, LLC's GBTC Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its Grayscale Bitcoin Trust (GBTC) stake by 8.7% in Q2 2026, selling an estimated $228K and leaving 42,627 shares worth $1.94M. The position accounts for 1.47% of the portfolio, ranked #9.

Innovative Advisory Group, LLC first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.73M in Q4 2024. 601 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Innovative Advisory Group, LLC held 42,627 shares of Grayscale Bitcoin Trust worth $1.94M as of Q2 2026.
Innovative Advisory Group, LLC sold 4,087 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $228K.
Grayscale Bitcoin Trust made up 1.47% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #9 holding.
Innovative Advisory Group, LLC first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Innovative Advisory Group, LLC's Grayscale Bitcoin Trust position peaked at $8.73M in Q4 2024.
601 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.