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Buckingham Strategic Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Buckingham Strategic 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
Q2 		$32.1M Sell
667,455
-19,570
-3% -$1.03M 0.33% 47
2024
Q1 		$39.2M Buy
+687,025
New +$30.2M 0.41% 39

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Buckingham Strategic Wealth's GBTC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Grayscale Bitcoin Trust (GBTC) stake by 2.8% in Q2 2024, selling an estimated $1.03M and leaving 667,455 shares worth $32.1M. The position accounts for 0.33% of the portfolio, ranked #47.

Buckingham Strategic Wealth first reported a position in GBTC in Q1 2024 and has held it in 2 quarters since. The position peaked at $39.2M in Q1 2024. 661 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Buckingham Strategic Wealth held 667,455 shares of Grayscale Bitcoin Trust worth $32.1M as of Q2 2024.
  • Buckingham Strategic Wealth sold 19,570 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $1.03M.
  • Grayscale Bitcoin Trust made up 0.33% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #47 holding.
  • Buckingham Strategic Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's Grayscale Bitcoin Trust position peaked at $39.2M in Q1 2024.
  • 661 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.