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Planning Strategies’s Grayscale Bitcoin Trust GBTC Stock Holding History

Planning Strategies’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 		$51.2K Buy
+1,125
New +$62.7K 0.03% 153

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 $103B AUM 28.65% 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 40.91% 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

Planning Strategies's GBTC Position: Q2 2026 in Review

Planning Strategies opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2026: 1,125 shares worth $51.2K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

572 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Planning Strategies held 1,125 shares of Grayscale Bitcoin Trust worth $51.2K as of Q2 2026.
  • Grayscale Bitcoin Trust was a new Planning Strategies position in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #153 holding.
  • 572 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.