Aveo Capital Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Aveo Capital Partners’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	–	Sell	-7,270	Closed	-$552K	–	64
2025 Q1	$552K	Sell	7,270 -324	-4%	-$23.9K	0.09%	100
2024 Q4	$562K	Sell	7,594 -12	-0.2%	-$791	0.06%	187
2024 Q3	$384K	Sell	7,606 -814	-10%	-$39.6K	0.04%	238
2024 Q2	$405K	Sell	8,420 -43	-0.5%	-$2.27K	0.05%	219
2024 Q1	$423K	Buy	+8,463	New	+$372K	0.05%	240

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 $268M AUM 31.54% 1-Year Est. Return

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

Aveo Capital Partners's GBTC Position: Q2 2025 in Review

Aveo Capital Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 7,270 shares — an estimated $552K sold.

Aveo Capital Partners first reported a position in GBTC in Q1 2024 and held it in 5 quarters. The position peaked at $562K in Q4 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Aveo Capital Partners reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 7,270 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $552K.
Aveo Capital Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 5 quarters.
Aveo Capital Partners's Grayscale Bitcoin Trust position peaked at $562K in Q4 2024.
762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.