Steward Partners Investment Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

Steward Partners Investment Advisory’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	$261K	Sell	5,736 -1,007	-15%	-$56.2K	﹤0.01%	2080
2026 Q1	$356K	Sell	6,743 -20,167	-75%	-$1.2M	﹤0.01%	1707
2025 Q4	$1.84M	Sell	26,910 -738	-3%	-$57.8K	0.01%	818
2025 Q3	$2.48M	Buy	27,648 +2,036	+8%	+$183K	0.01%	693
2025 Q2	$2.17M	Buy	25,612 +24,437	+2,080%	+$1.9M	0.02%	695
2025 Q1	$76.6K	Buy	1,175 +556	+90%	+$41K	﹤0.01%	2172
2024 Q4	$45.8K	Sell	619 -133	-18%	-$8.77K	﹤0.01%	2384
2024 Q3	$38K	Buy	752 +41	+6%	+$2K	﹤0.01%	2369
2024 Q2	$34.2K	Hold	711	–	–	﹤0.01%	2282
2024 Q1	$40.6K	Buy	+711	New	+$31.3K	﹤0.01%	2210

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

Steward Partners Investment Advisory's GBTC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Grayscale Bitcoin Trust (GBTC) stake by 15% in Q2 2026, selling an estimated $56.2K and leaving 5,736 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Steward Partners Investment Advisory first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.48M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Steward Partners Investment Advisory held 5,736 shares of Grayscale Bitcoin Trust worth $261K as of Q2 2026.
Steward Partners Investment Advisory sold 1,007 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $56.2K.
Grayscale Bitcoin Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2080 holding.
Steward Partners Investment Advisory first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Grayscale Bitcoin Trust position peaked at $2.48M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.