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Zhang Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Zhang Financial’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 		– Sell
-3,819
Closed -$201K – 395
2026
Q1 		$201K Hold
3,819
– – 0.01% 359
2025
Q4 		$261K Hold
3,819
– – 0.01% 293
2025
Q3 		$343K Hold
3,819
– – 0.01% 247
2025
Q2 		$324K Hold
3,819
– – 0.01% 233
2025
Q1 		$249K Hold
3,819
– – 0.01% 269
2024
Q4 		$283K Buy
+3,819
New +$252K 0.02% 243
2024
Q3 		– Sell
-4,228
Closed -$203K – 280
2024
Q2 		$203K Sell
4,228
-89,764
-96% -$4.73M 0.01% 263
2024
Q1 		$5.36M Buy
+93,992
New +$4.14M 0.4% 38

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

Zhang Financial's GBTC Position: Q2 2026 in Review

Zhang Financial sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 3,819 shares — an estimated $201K sold.

Zhang Financial first reported a position in GBTC in Q1 2024 and held it in 8 quarters. The position peaked at $5.36M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Zhang Financial reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Zhang Financial sold 3,819 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $201K.
  • Zhang Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Zhang Financial's Grayscale Bitcoin Trust position peaked at $5.36M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.