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Beam Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Beam Wealth Advisors’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
Q4 		– Sell
-10,807
Closed -$970K – 110
2025
Q3 		$970K Sell
10,807
-356
-3% -$32K 0.26% 73
2025
Q2 		$947K Sell
11,163
-59
-0.5% -$4.59K 0.28% 76
2025
Q1 		$731K Sell
11,222
-1,709
-13% -$126K 0.25% 79
2024
Q4 		$957K Sell
12,931
-3,867
-23% -$255K 0.3% 68
2024
Q3 		$848K Sell
16,798
-69
-0.4% -$3.36K 0.26% 69
2024
Q2 		$811K Buy
+16,867
New +$888K 0.27% 67

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Beam Wealth Advisors's GBTC Position: Q4 2025 in Review

Beam Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 10,807 shares — an estimated $970K sold.

Beam Wealth Advisors first reported a position in GBTC in Q2 2024 and held it in 6 quarters. The position peaked at $970K in Q3 2025. 734 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Beam Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,807 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $970K.
  • Beam Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 6 quarters.
  • Beam Wealth Advisors's Grayscale Bitcoin Trust position peaked at $970K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Beam Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.