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Spartan Wealth Advisory Services LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$434K Buy
9,531
+288
+3% +$16.1K 0.04% 229
2026
Q1 		$488K Buy
+9,243
New +$550K 0.04% 214

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

Spartan Wealth Advisory Services LLC's GBTC Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Grayscale Bitcoin Trust (GBTC) stake by 3.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 9,531 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #229.

Spartan Wealth Advisory Services LLC first reported a position in GBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $488K in Q1 2026. 572 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 9,531 shares of Grayscale Bitcoin Trust worth $434K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 288 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $16.1K.
  • Grayscale Bitcoin Trust made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #229 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Grayscale Bitcoin Trust position peaked at $488K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.