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VSM Wealth Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

VSM Wealth Advisory’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 		$14.9K Hold
327
– – ﹤0.01% 331
2026
Q1 		$17.3K Hold
327
– – 0.01% 308
2025
Q4 		$22.4K Sell
327
-1,639
-83% -$128K 0.01% 256
2025
Q3 		$77K Buy
1,966
+1,639
+501% +$148K 0.02% 158
2025
Q2 		$27.7K Hold
327
– – 0.01% 274
2025
Q1 		$21.3K Hold
327
– – 0.01% 274
2024
Q4 		$24.2K Buy
+327
New +$21.6K 0.01% 252

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 $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

VSM Wealth Advisory's GBTC Position: Q2 2026 in Review

VSM Wealth Advisory held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 327 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

VSM Wealth Advisory first reported a position in GBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $77K in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • VSM Wealth Advisory held 327 shares of Grayscale Bitcoin Trust worth $14.9K as of Q2 2026.
  • VSM Wealth Advisory left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #331 holding.
  • VSM Wealth Advisory first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Grayscale Bitcoin Trust position peaked at $77K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.