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Pinnacle Wealth Planning Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Pinnacle Wealth Planning 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 		$68.8K Hold
1,512
– – 0.01% 1076
2026
Q1 		$79.8K Hold
1,512
– – 0.01% 929
2025
Q4 		$103K Buy
+1,512
New +$119K 0.01% 767

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's GBTC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,512 shares worth $68.8K. The position accounts for 0.01% of the portfolio, ranked #1076.

Pinnacle Wealth Planning Services first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,512 shares of Grayscale Bitcoin Trust worth $68.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1076 holding.
  • Pinnacle Wealth Planning Services first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Grayscale Bitcoin Trust position peaked at $103K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.