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Briaud Financial Planning’s Grayscale Bitcoin Trust GBTC Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-50
Closed -$4K – 142
2025
Q2 		$4K Hold
50
– – ﹤0.01% 293
2025
Q1 		$3K Hold
50
– – ﹤0.01% 173
2024
Q4 		$3K Buy
+50
New +$3.3K ﹤0.01% 174

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Briaud Financial Planning's GBTC Position: Q3 2025 in Review

Briaud Financial Planning sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 50 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in GBTC in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q2 2025. 787 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Briaud Financial Planning reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 50 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Grayscale Bitcoin Trust position peaked at $4K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.