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Vision Retirement’s Grayscale Bitcoin Trust GBTC Stock Holding History

Vision Retirement’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 		$68.8K Buy
1,512
+95
+7% +$5.3K 0.02% 202
2026
Q1 		$74.8K Hold
1,417
– – 0.02% 185
2025
Q4 		$96.9K Buy
+1,417
New +$111K 0.03% 167

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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

Vision Retirement's GBTC Position: Q2 2026 in Review

Vision Retirement increased its Grayscale Bitcoin Trust (GBTC) stake by 6.7% in Q2 2026, buying an estimated $5.3K and bringing the position to 1,512 shares worth $68.8K. The position accounts for 0.02% of the portfolio, ranked #202.

Vision Retirement first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $96.9K in Q4 2025. 572 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Vision Retirement held 1,512 shares of Grayscale Bitcoin Trust worth $68.8K as of Q2 2026.
  • Vision Retirement bought 95 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $5.3K.
  • Grayscale Bitcoin Trust made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #202 holding.
  • Vision Retirement first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Grayscale Bitcoin Trust position peaked at $96.9K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.