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Amplius Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Amplius Wealth Advisors’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
Q4 		– Sell
-2,536
Closed -$228K – 181
2025
Q3 		$228K Hold
2,536
– – 0.02% 162
2025
Q2 		$215K Buy
+2,536
New +$197K 0.02% 195

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ML
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Amplius Wealth Advisors's GBTC Position: Q4 2025 in Review

Amplius Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,536 shares — an estimated $228K sold.

Amplius Wealth Advisors first reported a position in GBTC in Q2 2025 and held it in 2 quarters. The position peaked at $228K in Q3 2025. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Amplius Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,536 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $228K.
  • Amplius Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Amplius Wealth Advisors's Grayscale Bitcoin Trust position peaked at $228K in Q3 2025.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Amplius Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.