Visionary Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Visionary Wealth 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	$1.44M	Sell	31,691 -2,211	-7%	-$123K	0.06%	243
2026 Q1	$1.79M	Sell	33,902 -2,909	-8%	-$173K	0.08%	208
2025 Q4	$2.52M	Sell	36,811 -1,631	-4%	-$128K	0.11%	170
2025 Q3	$3.45M	Buy	38,442 +31	+0.1%	+$2.79K	0.16%	138
2025 Q2	$3.26M	Sell	38,411 -382	-1%	-$29.7K	0.17%	140
2025 Q1	$2.53M	Sell	38,793 -1,597	-4%	-$118K	0.15%	151
2024 Q4	$2.99M	Buy	40,390 +963	+2%	+$63.5K	0.18%	133
2024 Q3	$1.99M	Sell	39,427 -4,819	-11%	-$235K	0.12%	177
2024 Q2	$2.13M	Sell	44,246 -28,581	-39%	-$1.51M	0.14%	161
2024 Q1	$4.16M	Buy	+72,827	New	+$3.2M	0.28%	96

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 $103B AUM 28.65% 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 40.91% 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

Visionary Wealth Advisors's GBTC Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 6.5% in Q2 2026, selling an estimated $123K and leaving 31,691 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #243.

Visionary Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.16M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Visionary Wealth Advisors held 31,691 shares of Grayscale Bitcoin Trust worth $1.44M as of Q2 2026.
Visionary Wealth Advisors sold 2,211 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $123K.
Grayscale Bitcoin Trust made up 0.06% of Visionary Wealth Advisors's portfolio in Q2 2026, its #243 holding.
Visionary Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Visionary Wealth Advisors's Grayscale Bitcoin Trust position peaked at $4.16M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.