ZI
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ZEGA Investments’s Grayscale Bitcoin Trust GBTC Stock Holding History

ZEGA Investments’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 		$228K Hold
5,000
– – 0.02% 259
2026
Q1 		$264K Buy
+5,000
New +$298K 0.03% 240

Other funds holding GBTC

MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

ZEGA Investments's GBTC Position: Q2 2026 in Review

ZEGA Investments held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 5,000 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #260.

ZEGA Investments first reported a position in GBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $449K in Q3 2025. 307 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • ZEGA Investments held 5,000 shares of Grayscale Bitcoin Trust worth $228K as of Q2 2026.
  • ZEGA Investments left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.02% of ZEGA Investments's portfolio in Q2 2026, its #260 holding.
  • ZEGA Investments first reported a position in Grayscale Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • ZEGA Investments's Grayscale Bitcoin Trust position peaked at $449K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.