Avantax Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Avantax Advisory 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 Q2	$1.46M	Sell	17,222 -53,787	-76%	-$4.18M	0.01%	954
2025 Q1	$4.63M	Buy	71,009 +53,128	+297%	+$3.92M	0.03%	437
2024 Q4	$1.32M	Buy	17,881 +849	+5%	+$56K	0.01%	915
2024 Q3	$860K	Sell	17,032 -1,864	-10%	-$90.7K	0.01%	1109
2024 Q2	$909K	Sell	18,896 -2,130	-10%	-$112K	0.01%	1034
2024 Q1	$1.2M	Buy	+21,026	New	+$925K	0.01%	687

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

MCM

Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Avantax Advisory Services's GBTC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 76% in Q2 2025, selling an estimated $4.18M and leaving 17,222 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #954.

Avantax Advisory Services first reported a position in GBTC in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.63M in Q1 2025. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Avantax Advisory Services held 17,222 shares of Grayscale Bitcoin Trust worth $1.46M as of Q2 2025.
Avantax Advisory Services sold 53,787 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $4.18M.
Grayscale Bitcoin Trust made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #954 holding.
Avantax Advisory Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's Grayscale Bitcoin Trust position peaked at $4.63M in Q1 2025.
762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.