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Synergy Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Synergy Investment 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 		– Sell
-300
Closed -$15.8K – 1124
2026
Q1 		$15.8K Buy
+300
New +$17.9K 0.01% 438
2025
Q2 		– Sell
-400
Closed -$26.1K – 272
2025
Q1 		$26.1K Hold
400
– – 0.01% 286
2024
Q4 		$29.6K Buy
+400
New +$26.4K 0.01% 284

Other funds holding GBTC

HKAM
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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

Synergy Investment Management's GBTC Position: Q2 2026 in Review

Synergy Investment Management sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 300 shares — an estimated $15.8K sold.

Synergy Investment Management first reported a position in GBTC in Q4 2024 and held it in 3 quarters. The position peaked at $29.6K in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Synergy Investment Management reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 300 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $15.8K.
  • Synergy Investment Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's Grayscale Bitcoin Trust position peaked at $29.6K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.