Van Hulzen Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Van Hulzen Asset 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	$3.32M	Sell	72,892 -4,742	-6%	-$264K	0.24%	83
2026 Q1	$4.1M	Sell	77,634 -300	-0.4%	-$17.9K	0.3%	71
2025 Q4	$5.33M	Sell	77,934 -638	-0.8%	-$50K	0.39%	61
2025 Q3	$7.05M	Sell	78,572 -1,050	-1%	-$94.5K	0.52%	50
2025 Q2	$6.75M	Sell	79,622 -4,579	-5%	-$356K	0.56%	49
2025 Q1	$5.49M	Sell	84,201 -1,077	-1%	-$79.4K	0.5%	55
2024 Q4	$6.31M	Sell	85,278 -5,160	-6%	-$340K	0.46%	56
2024 Q3	$4.57M	Sell	90,438 -14,180	-14%	-$690K	0.33%	68
2024 Q2	$5.03M	Buy	104,618 +1,494	+1%	+$78.7K	0.34%	64
2024 Q1	$5.88M	Buy	+103,124	New	+$4.54M	0.39%	62

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

Van Hulzen Asset Management's GBTC Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 6.1% in Q2 2026, selling an estimated $264K and leaving 72,892 shares worth $3.32M. The position accounts for 0.24% of the portfolio, ranked #83.

Van Hulzen Asset Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.05M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Van Hulzen Asset Management held 72,892 shares of Grayscale Bitcoin Trust worth $3.32M as of Q2 2026.
Van Hulzen Asset Management sold 4,742 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $264K.
Grayscale Bitcoin Trust made up 0.24% of Van Hulzen Asset Management's portfolio in Q2 2026, its #83 holding.
Van Hulzen Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Van Hulzen Asset Management's Grayscale Bitcoin Trust position peaked at $7.05M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.