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Princeton Global Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Princeton Global Asset Management’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 		$1.14K Hold
25
– – ﹤0.01% 786
2026
Q1 		$1.32K Hold
25
– – ﹤0.01% 778
2025
Q4 		$1.71K Hold
25
– – ﹤0.01% 773
2025
Q3 		$2.24K Buy
+25
New +$2.25K ﹤0.01% 693

Other funds holding GBTC

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Princeton Global Asset Management's GBTC Position: Q2 2026 in Review

Princeton Global Asset Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 25 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Princeton Global Asset Management first reported a position in GBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.24K in Q3 2025. 97 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Princeton Global Asset Management held 25 shares of Grayscale Bitcoin Trust worth $1.14K as of Q2 2026.
  • Princeton Global Asset Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #786 holding.
  • Princeton Global Asset Management first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Princeton Global Asset Management's Grayscale Bitcoin Trust position peaked at $2.24K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.