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Plante Moran Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Plante Moran Financial Advisors’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 		$64.5K Hold
1,418
– – ﹤0.01% 311
2026
Q1 		$74.8K Hold
1,418
– – ﹤0.01% 263
2025
Q4 		$96.9K Sell
1,418
-2,022
-59% -$158K 0.01% 234
2025
Q3 		$309K Buy
3,440
+1,861
+118% +$167K 0.02% 125
2025
Q2 		$134K Buy
1,579
+108
+7% +$8.4K 0.01% 198
2025
Q1 		$95.9K Sell
1,471
-50
-3% -$3.69K 0.01% 250
2024
Q4 		$113K Sell
1,521
-146
-9% -$9.62K 0.01% 235
2024
Q3 		$84.2K Buy
1,667
+94
+6% +$4.58K 0.01% 306
2024
Q2 		$75.7K Hold
1,573
– – 0.01% 278
2024
Q1 		$89.8K Buy
+1,573
New +$69.2K 0.01% 264

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 40.91% 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

Plante Moran Financial Advisors's GBTC Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,418 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Plante Moran Financial Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $309K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Plante Moran Financial Advisors held 1,418 shares of Grayscale Bitcoin Trust worth $64.5K as of Q2 2026.
  • Plante Moran Financial Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #311 holding.
  • Plante Moran Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Plante Moran Financial Advisors's Grayscale Bitcoin Trust position peaked at $309K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.