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Accredited Investor Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Accredited Investor Services’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
2025
Q1 		– Sell
-3,165
Closed -$234K – 79
2024
Q4 		$234K Buy
+3,165
New +$209K 0.19% 47

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GWM
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ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Accredited Investor Services's GBTC Position: Q1 2025 in Review

Accredited Investor Services sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 3,165 shares — an estimated $234K sold.

Accredited Investor Services first reported a position in GBTC in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 708 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • Accredited Investor Services reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Accredited Investor Services sold 3,165 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $234K.
  • Accredited Investor Services first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 1 quarter.
  • Accredited Investor Services's Grayscale Bitcoin Trust position peaked at $234K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on Accredited Investor Services's 13F filing for Q1 2025, filed 2 May 2025.