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Plancorp LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Plancorp 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 		$561K Sell
11,629
-97
-0.8% -$5.41K 0.01% 234
2026
Q1 		$669K Hold
11,726
– – 0.02% 192
2025
Q4 		$802K Hold
11,726
– – 0.02% 168
2025
Q3 		$1.05M Sell
11,726
-400
-3% -$36K 0.03% 152
2025
Q2 		$1.03M Sell
12,126
-48
-0.4% -$3.73K 0.04% 150
2025
Q1 		$793K Hold
12,174
– – 0.03% 162
2024
Q4 		$901K Sell
12,174
-7,020
-37% -$463K 0.04% 137
2024
Q3 		$969K Sell
19,194
-2,054
-10% -$100K 0.04% 132
2024
Q2 		$1.02M Sell
21,248
-553
-3% -$29.1K 0.04% 117
2024
Q1 		$1.24M Buy
+21,801
New +$959K 0.05% 110

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

Plancorp LLC's GBTC Position: Q2 2026 in Review

Plancorp LLC reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.83% in Q2 2026, selling an estimated $5.41K and leaving 11,629 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #234.

Plancorp LLC first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Plancorp LLC held 11,629 shares of Grayscale Bitcoin Trust worth $561K as of Q2 2026.
  • Plancorp LLC sold 97 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $5.41K.
  • Grayscale Bitcoin Trust made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #234 holding.
  • Plancorp LLC first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Plancorp LLC's Grayscale Bitcoin Trust position peaked at $1.24M in Q1 2024.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.