Valeo Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Valeo Financial 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	$305K	Buy	6,700 +34	+0.5%	+$1.9K	0.01%	619
2026 Q1	$352K	Sell	6,666 -1,210	-15%	-$72.1K	0.01%	495
2025 Q4	$538K	Sell	7,876 -872	-10%	-$68.3K	0.01%	447
2025 Q3	$785K	Sell	8,748 -15	-0.2%	-$1.35K	0.02%	363
2025 Q2	$743K	Sell	8,763 -1,012	-10%	-$78.7K	0.02%	362
2025 Q1	$637K	Sell	9,775 -32	-0.3%	-$2.36K	0.02%	349
2024 Q4	$726K	Sell	9,807 -1,571	-14%	-$104K	0.02%	331
2024 Q3	$575K	Buy	11,378 +79	+0.7%	+$3.85K	0.02%	382
2024 Q2	$543K	Sell	11,299 -342	-3%	-$18K	0.02%	367
2024 Q1	$598K	Buy	+11,641	New	+$512K	0.02%	323

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 $104B AUM 28.3% 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 40.89% 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

Valeo Financial Advisors's GBTC Position: Q2 2026 in Review

Valeo Financial Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 0.51% in Q2 2026, buying an estimated $1.9K and bringing the position to 6,700 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #619.

Valeo Financial Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $785K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Valeo Financial Advisors held 6,700 shares of Grayscale Bitcoin Trust worth $305K as of Q2 2026.
Valeo Financial Advisors bought 34 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.9K.
Grayscale Bitcoin Trust made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #619 holding.
Valeo Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Valeo Financial Advisors's Grayscale Bitcoin Trust position peaked at $785K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.