CHA
GBTC icon

Carmichael Hill & Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Carmichael Hill & Associates’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
Q3 		$9.39K Sell
186
-20
-10% -$973 ﹤0.01% 591
2024
Q2 		$9.9K Sell
206
-4,469
-96% -$235K ﹤0.01% 567
2024
Q1 		$267K Buy
+4,675
New +$206K 0.11% 147

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Carmichael Hill & Associates's GBTC Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Grayscale Bitcoin Trust (GBTC) stake by 9.7% in Q3 2024, selling an estimated $973 and leaving 186 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Carmichael Hill & Associates first reported a position in GBTC in Q1 2024 and has held it in 3 quarters since. The position peaked at $267K in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Carmichael Hill & Associates held 186 shares of Grayscale Bitcoin Trust worth $9.39K as of Q3 2024.
  • Carmichael Hill & Associates sold 20 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $973.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #591 holding.
  • Carmichael Hill & Associates first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • Carmichael Hill & Associates's Grayscale Bitcoin Trust position peaked at $267K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.