PFG Investments’s Grayscale Bitcoin Trust GBTC Stock Holding History

PFG Investments’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	$345K	Sell	7,585 -1,145	-13%	-$63.8K	0.01%	856
2026 Q1	$461K	Sell	8,730 -2,441	-22%	-$145K	0.02%	640
2025 Q4	$764K	Sell	11,171 -1,412	-11%	-$111K	0.04%	423
2025 Q3	$1.13M	Buy	12,583 +334	+3%	+$30.1K	0.06%	301
2025 Q2	$1.04M	Sell	12,249 -2,203	-15%	-$171K	0.06%	301
2025 Q1	$942K	Sell	14,452 -400	-3%	-$29.5K	0.06%	312
2024 Q4	$1.1M	Buy	14,852 +2,046	+16%	+$135K	0.07%	267
2024 Q3	$647K	Buy	12,806 +3,950	+45%	+$192K	0.04%	406
2024 Q2	$426K	Sell	8,856 -20,414	-70%	-$1.08M	0.03%	512
2024 Q1	$1.67M	Buy	+29,270	New	+$1.29M	0.1%	232

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

PFG Investments's GBTC Position: Q2 2026 in Review

PFG Investments reduced its Grayscale Bitcoin Trust (GBTC) stake by 13% in Q2 2026, selling an estimated $63.8K and leaving 7,585 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #856.

PFG Investments first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

PFG Investments held 7,585 shares of Grayscale Bitcoin Trust worth $345K as of Q2 2026.
PFG Investments sold 1,145 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $63.8K.
Grayscale Bitcoin Trust made up 0.01% of PFG Investments's portfolio in Q2 2026, its #856 holding.
PFG Investments first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
PFG Investments's Grayscale Bitcoin Trust position peaked at $1.67M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.