Secure Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Secure 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	$293K	Sell	6,437 -2,896	-31%	-$161K	0.04%	263
2026 Q1	$492K	Sell	9,333 -257	-3%	-$15.3K	0.08%	190
2025 Q4	$656K	Buy	9,590 +2,170	+29%	+$170K	0.1%	161
2025 Q3	$684K	Sell	7,420 -549	-7%	-$49.4K	0.11%	154
2025 Q2	$676K	Buy	7,969 +2,114	+36%	+$164K	0.12%	165
2025 Q1	$382K	Sell	5,855 -741	-11%	-$54.6K	0.08%	207
2024 Q4	$488K	Sell	6,596 -2,266	-26%	-$149K	0.07%	202
2024 Q3	$448K	Buy	8,862 +1,829	+26%	+$89K	0.08%	195
2024 Q2	$338K	Buy	+7,033	New	+$370K	0.06%	212

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

Secure Asset Management's GBTC Position: Q2 2026 in Review

Secure Asset Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 31% in Q2 2026, selling an estimated $161K and leaving 6,437 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #263.

Secure Asset Management first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $684K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Secure Asset Management held 6,437 shares of Grayscale Bitcoin Trust worth $293K as of Q2 2026.
Secure Asset Management sold 2,896 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $161K.
Grayscale Bitcoin Trust made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #263 holding.
Secure Asset Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Grayscale Bitcoin Trust position peaked at $684K in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.