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Wilkerson Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wilkerson Advisory Group’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 		$43.1K Buy
946
+162
+21% +$9.03K 0.01% 246
2026
Q1 		$41.4K Hold
784
– – 0.01% 223
2025
Q4 		$53.6K Buy
+784
New +$61.4K 0.02% 159

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

Wilkerson Advisory Group's GBTC Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Grayscale Bitcoin Trust (GBTC) stake by 21% in Q2 2026, buying an estimated $9.03K and bringing the position to 946 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #246.

Wilkerson Advisory Group first reported a position in GBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.6K in Q4 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Wilkerson Advisory Group held 946 shares of Grayscale Bitcoin Trust worth $43.1K as of Q2 2026.
  • Wilkerson Advisory Group bought 162 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $9.03K.
  • Grayscale Bitcoin Trust made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #246 holding.
  • Wilkerson Advisory Group first reported a position in Grayscale Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Grayscale Bitcoin Trust position peaked at $53.6K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.