Wealthspire Advisors (New York)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wealthspire Advisors (New York)’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	$2.16M	Buy	47,488 +2,737	+6%	+$153K	0.01%	405
2026 Q1	$2.36M	Buy	44,751 +2,356	+6%	+$140K	0.02%	262
2025 Q4	$2.9M	Sell	42,395 -318	-0.7%	-$24.9K	0.02%	233
2025 Q3	$3.83M	Sell	42,713 -876	-2%	-$78.8K	0.02%	190
2025 Q2	$3.7M	Sell	43,589 -5	-0%	-$389	0.02%	189
2025 Q1	$2.84M	Sell	43,594 -6,822	-14%	-$503K	0.02%	224
2024 Q4	$3.73M	Buy	50,416 +4,353	+9%	+$287K	0.04%	170
2024 Q3	$2.33M	Sell	46,063 -6,598	-13%	-$321K	0.02%	228
2024 Q2	$2.53M	Sell	52,661 -357	-0.7%	-$18.8K	0.03%	176
2024 Q1	$3.03M	Buy	+53,018	New	+$2.33M	0.04%	149

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

Wealthspire Advisors (New York)'s GBTC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Grayscale Bitcoin Trust (GBTC) stake by 6.1% in Q2 2026, buying an estimated $153K and bringing the position to 47,488 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #405.

Wealthspire Advisors (New York) first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.83M in Q3 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Wealthspire Advisors (New York) held 47,488 shares of Grayscale Bitcoin Trust worth $2.16M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,737 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $153K.
Grayscale Bitcoin Trust made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #405 holding.
Wealthspire Advisors (New York) first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Grayscale Bitcoin Trust position peaked at $3.83M in Q3 2025.
603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.