Spectrum Planning & Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Spectrum Planning & Advisory Services’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	$467K	Hold	10,249	–	–	0.21%	61
2026 Q1	$541K	Sell	10,249 -40	-0.4%	-$2.38K	0.27%	57
2025 Q4	$703K	Hold	10,289	–	–	0.36%	46
2025 Q3	$924K	Sell	10,289 -5,500	-35%	-$495K	0.52%	39
2025 Q2	$1.34M	Hold	15,789	–	–	0.87%	32
2025 Q1	$1.03M	Hold	15,789	–	–	0.86%	27
2024 Q4	$1.17M	Hold	15,789	–	–	1.01%	21
2024 Q3	$797K	Sell	15,789 -1,585	-9%	-$77.1K	0.77%	23
2024 Q2	$856K	Buy	+17,374	New	+$915K	0.83%	23

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 $104B AUM 28.3% 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 40.89% 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

Spectrum Planning & Advisory Services's GBTC Position: Q2 2026 in Review

Spectrum Planning & Advisory Services held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 10,249 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #61.

Spectrum Planning & Advisory Services first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Spectrum Planning & Advisory Services held 10,249 shares of Grayscale Bitcoin Trust worth $467K as of Q2 2026.
Spectrum Planning & Advisory Services left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.21% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #61 holding.
Spectrum Planning & Advisory Services first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Spectrum Planning & Advisory Services's Grayscale Bitcoin Trust position peaked at $1.34M in Q2 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.