BW
GBTC icon

Bison Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bison Wealth’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
2024
Q4 		$759K Sell
10,257
-527
-5% -$34.7K 0.17% 111
2024
Q3 		$545K Sell
10,784
-2,638
-20% -$128K 0.09% 225
2024
Q2 		$766K Hold
13,422
– – 0.12% 170
2024
Q1 		$766K Buy
+13,422
New +$591K 0.12% 170

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 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
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
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Bison Wealth's GBTC Position: Q4 2024 in Review

Bison Wealth reduced its Grayscale Bitcoin Trust (GBTC) stake by 4.9% in Q4 2024, selling an estimated $34.7K and leaving 10,257 shares worth $759K. The position accounts for 0.17% of the portfolio, ranked #111.

Bison Wealth first reported a position in GBTC in Q1 2024 and has held it in 4 quarters since. The position peaked at $766K in Q2 2024. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Bison Wealth held 10,257 shares of Grayscale Bitcoin Trust worth $759K as of Q4 2024.
  • Bison Wealth sold 527 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $34.7K.
  • Grayscale Bitcoin Trust made up 0.17% of Bison Wealth's portfolio in Q4 2024, its #111 holding.
  • Bison Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • Bison Wealth's Grayscale Bitcoin Trust position peaked at $766K in Q2 2024.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.