BWA
GBTC icon

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

Bordeaux 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
Q2 		– Sell
-3,856
Closed -$251K – 167
2025
Q1 		$251K Buy
+3,856
New +$284K 0.05% 133

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Bordeaux Wealth Advisors's GBTC Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 3,856 shares — an estimated $251K sold.

Bordeaux Wealth Advisors first reported a position in GBTC in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

  • Bordeaux Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 3,856 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $251K.
  • Bordeaux Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2025 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Grayscale Bitcoin Trust position peaked at $251K in Q1 2025.
  • 762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.