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Sage Investment Advisers’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sage Investment Advisers’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 		$451K Hold
9,900
– – 0.3% 64
2026
Q1 		$525K Sell
9,900
-600
-6% -$35.7K 0.39% 52
2025
Q4 		$718K Buy
+10,500
New +$823K 0.54% 46
2024
Q3 		$530K Sell
10,500
-1,225
-10% -$59.6K 0.56% 42
2024
Q2 		$564K Buy
+11,725
New +$618K 0.64% 37

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

Sage Investment Advisers's GBTC Position: Q2 2026 in Review

Sage Investment Advisers held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 9,900 shares worth $451K. The position accounts for 0.3% of the portfolio, ranked #64.

Sage Investment Advisers first reported a position in GBTC in Q2 2024 and has held it in 5 quarters since. The position peaked at $718K in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Sage Investment Advisers held 9,900 shares of Grayscale Bitcoin Trust worth $451K as of Q2 2026.
  • Sage Investment Advisers left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.3% of Sage Investment Advisers's portfolio in Q2 2026, its #64 holding.
  • Sage Investment Advisers first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 5 quarters since.
  • Sage Investment Advisers's Grayscale Bitcoin Trust position peaked at $718K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.