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

Arete 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
-4,133
Closed -$371K – 504
2025
Q3 		$371K Sell
4,133
-61
-1% -$5.49K 0.02% 525
2025
Q2 		$356K Sell
4,194
-1,287
-23% -$100K 0.03% 509
2025
Q1 		$357K Sell
5,481
-827
-13% -$61K 0.03% 482
2024
Q4 		$468K Buy
6,308
+643
+11% +$42.4K 0.03% 430
2024
Q3 		$286K Sell
5,665
-36,040
-86% -$1.75M 0.02% 538
2024
Q2 		$2.01M Sell
41,705
-2,307
-5% -$122K 0.16% 127
2024
Q1 		$2.5M Buy
+44,012
New +$1.94M 0.23% 101

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 $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Arete Wealth Advisors's GBTC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 4,133 shares — an estimated $371K sold.

Arete Wealth Advisors first reported a position in GBTC in Q1 2024 and held it in 7 quarters. The position peaked at $2.5M in Q1 2024. 736 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,133 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $371K.
  • Arete Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 7 quarters.
  • Arete Wealth Advisors's Grayscale Bitcoin Trust position peaked at $2.5M in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.