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Ulland Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Ulland Investment 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
-500
Closed -$26K – 230
2026
Q1 		$26K Hold
500
– – 0.02% 147
2025
Q4 		$34K Hold
500
– – 0.03% 131
2025
Q3 		$45K Hold
500
– – 0.03% 120
2025
Q2 		$42K Hold
500
– – 0.03% 118
2025
Q1 		$33K Hold
500
– – 0.03% 130
2024
Q4 		$37K Hold
500
– – 0.02% 124
2024
Q3 		$25K Sell
500
-54
-10% -$2.63K 0.02% 133
2024
Q2 		$27K Hold
554
– – 0.02% 129
2024
Q1 		$32K Buy
+554
New +$24.4K 0.03% 124

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

Ulland Investment Advisors's GBTC Position: Q2 2026 in Review

Ulland Investment Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 500 shares — an estimated $26K sold.

Ulland Investment Advisors first reported a position in GBTC in Q1 2024 and held it in 9 quarters. The position peaked at $45K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Ulland Investment Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Ulland Investment Advisors sold 500 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $26K.
  • Ulland Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 9 quarters.
  • Ulland Investment Advisors's Grayscale Bitcoin Trust position peaked at $45K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.