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Asset Dedication LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Asset Dedication LLC’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
2024
Q4 		– Sell
-1,807
Closed -$91.3K – 1124
2024
Q3 		$91.3K Buy
1,807
+976
+117% +$47.5K 0.01% 422
2024
Q2 		$40K Buy
+831
New +$43.8K ﹤0.01% 525

Other funds holding GBTC

HKAM
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Asset Dedication LLC's GBTC Position: Q4 2024 in Review

Asset Dedication LLC sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 1,807 shares — an estimated $91.3K sold.

Asset Dedication LLC first reported a position in GBTC in Q2 2024 and held it in 2 quarters. The position peaked at $91.3K in Q3 2024. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Asset Dedication LLC reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • Asset Dedication LLC sold 1,807 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $91.3K.
  • Asset Dedication LLC first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 2 quarters.
  • Asset Dedication LLC's Grayscale Bitcoin Trust position peaked at $91.3K in Q3 2024.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Asset Dedication LLC's 13F filing for Q4 2024, filed 23 Jan 2025.