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Balboa Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Balboa Wealth 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
Q1 		– Sell
-3,990
Closed -$295K – 344
2024
Q4 		$295K Buy
+3,990
New +$263K 0.07% 212

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GWM
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ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
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DS
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Balboa Wealth Partners's GBTC Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 3,990 shares — an estimated $295K sold.

Balboa Wealth Partners first reported a position in GBTC in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 708 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 3,990 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $295K.
  • Balboa Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Grayscale Bitcoin Trust position peaked at $295K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.