Private Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Private Advisory Group’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	–	Sell	-4,743	Closed	-$250K	–	316
2026 Q1	$250K	Sell	4,743 -70	-1%	-$4.17K	0.02%	256
2025 Q4	$329K	Hold	4,813	–	–	0.03%	193
2025 Q3	$432K	Buy	4,813 +200	+4%	+$18K	0.04%	160
2025 Q2	$391K	Hold	4,613	–	–	0.04%	162
2025 Q1	$301K	Hold	4,613	–	–	0.03%	169
2024 Q4	$341K	Buy	4,613 +70	+2%	+$4.61K	0.04%	166
2024 Q3	$229K	Sell	4,543 -3,362	-43%	-$164K	0.03%	184
2024 Q2	$380K	Sell	7,905 -1,750	-18%	-$92.2K	0.05%	147
2024 Q1	$551K	Buy	+9,655	New	+$425K	0.08%	129

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Private Advisory Group's GBTC Position: Q2 2026 in Review

Private Advisory Group sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,743 shares — an estimated $250K sold.

Private Advisory Group first reported a position in GBTC in Q1 2024 and held it in 9 quarters. The position peaked at $551K in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Private Advisory Group reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Private Advisory Group sold 4,743 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $250K.
Private Advisory Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 9 quarters.
Private Advisory Group's Grayscale Bitcoin Trust position peaked at $551K in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.