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Toth Financial Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

Toth Financial 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 		$20.5K Buy
450
+5
+1% +$279 ﹤0.01% 503
2026
Q1 		$23.5K Buy
445
+5
+1% +$298 ﹤0.01% 468
2025
Q4 		$30.1K Hold
440
– – ﹤0.01% 422
2025
Q3 		$39.5K Hold
440
– – ﹤0.01% 386
2025
Q2 		$37.3K Hold
440
– – ﹤0.01% 352
2025
Q1 		$28.7K Hold
440
– – ﹤0.01% 359
2024
Q4 		$32.6K Hold
440
– – ﹤0.01% 345
2024
Q3 		$22.2K Sell
440
-48
-10% -$2.34K ﹤0.01% 372
2024
Q2 		$23.5K Hold
488
– – ﹤0.01% 377
2024
Q1 		$27.9K Buy
+488
New +$21.5K ﹤0.01% 358

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

Toth Financial Advisory's GBTC Position: Q2 2026 in Review

Toth Financial Advisory increased its Grayscale Bitcoin Trust (GBTC) stake by 1.1% in Q2 2026, buying an estimated $279 and bringing the position to 450 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Toth Financial Advisory first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $39.5K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Toth Financial Advisory held 450 shares of Grayscale Bitcoin Trust worth $20.5K as of Q2 2026.
  • Toth Financial Advisory bought 5 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $279.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #503 holding.
  • Toth Financial Advisory first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Toth Financial Advisory's Grayscale Bitcoin Trust position peaked at $39.5K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.