Atria Wealth Solutions’s Grayscale Bitcoin Trust GBTC Stock Holding History

Atria Wealth Solutions’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 Q2	$400K	Sell	4,713 -23,268	-83%	-$1.81M	0.01%	1027
2025 Q1	$1.82M	Sell	27,981 -7,309	-21%	-$539K	0.02%	670
2024 Q4	$2.61M	Buy	35,290 +4,612	+15%	+$304K	0.03%	548
2024 Q3	$1.55M	Sell	30,678 -4,750	-13%	-$231K	0.02%	734
2024 Q2	$1.7M	Buy	35,428 +1,053	+3%	+$55.5K	0.02%	686
2024 Q1	$1.96M	Buy	+34,375	New	+$1.51M	0.02%	647

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

MCM

Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Atria Wealth Solutions's GBTC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Grayscale Bitcoin Trust (GBTC) stake by 83% in Q2 2025, selling an estimated $1.81M and leaving 4,713 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1027.

Atria Wealth Solutions first reported a position in GBTC in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.61M in Q4 2024. 763 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Atria Wealth Solutions held 4,713 shares of Grayscale Bitcoin Trust worth $400K as of Q2 2025.
Atria Wealth Solutions sold 23,268 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $1.81M.
Grayscale Bitcoin Trust made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1027 holding.
Atria Wealth Solutions first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 6 quarters since.
Atria Wealth Solutions's Grayscale Bitcoin Trust position peaked at $2.61M in Q4 2024.
763 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.