Prosperity Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Prosperity Financial 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	$1.75M	Sell	38,400 -312	-0.8%	-$17.4K	0.54%	53
2026 Q1	$2.04M	Sell	38,712 -343	-0.9%	-$20.4K	0.75%	36
2025 Q4	$2.67M	Sell	39,055 -1,985	-5%	-$156K	0.96%	34
2025 Q3	$3.68M	Sell	41,040 -2,833	-6%	-$255K	1.35%	21
2025 Q2	$3.72M	Buy	43,873 +400	+0.9%	+$31.1K	1.58%	15
2025 Q1	$2.83M	Sell	43,473 -28	-0.1%	-$2.06K	1.41%	21
2024 Q4	$3.22M	Buy	+43,501	New	+$2.87M	1.6%	16
2024 Q2	–	Sell	-50,626	Closed	-$2.89M	–	147
2024 Q1	$2.89M	Buy	+50,626	New	+$2.23M	1.78%	14

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

Prosperity Financial Group's GBTC Position: Q2 2026 in Review

Prosperity Financial Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.81% in Q2 2026, selling an estimated $17.4K and leaving 38,400 shares worth $1.75M. The position accounts for 0.54% of the portfolio, ranked #53.

Prosperity Financial Group first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.72M in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Prosperity Financial Group held 38,400 shares of Grayscale Bitcoin Trust worth $1.75M as of Q2 2026.
Prosperity Financial Group sold 312 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $17.4K.
Grayscale Bitcoin Trust made up 0.54% of Prosperity Financial Group's portfolio in Q2 2026, its #53 holding.
Prosperity Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
Prosperity Financial Group's Grayscale Bitcoin Trust position peaked at $3.72M in Q2 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.