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Summit Trail Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Summit Trail Advisors’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 		– Sell
-6,004
Closed -$317K – 1489
2026
Q1 		$317K Buy
+6,004
New +$358K ﹤0.01% 1293
2025
Q4 		– Sell
-23,545
Closed -$2.11M – 1330
2025
Q3 		$2.11M Buy
+23,545
New +$2.12M 0.03% 419

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 $104B AUM 28.3% 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 40.89% 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

Summit Trail Advisors's GBTC Position: Q2 2026 in Review

Summit Trail Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 6,004 shares — an estimated $317K sold.

Summit Trail Advisors first reported a position in GBTC in Q3 2025 and held it in 2 quarters. The position peaked at $2.11M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Summit Trail Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 6,004 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $317K.
  • Summit Trail Advisors first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Grayscale Bitcoin Trust position peaked at $2.11M in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.