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Cassady Schiller Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cassady Schiller Wealth Management’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 		$3.4K Hold
46
– – ﹤0.01% 483
2024
Q3 		$2.32K Sell
46
-5
-10% -$243 ﹤0.01% 388
2024
Q2 		$2.45K Hold
51
– – ﹤0.01% 388
2024
Q1 		$2.91K Buy
+51
New +$2.24K ﹤0.01% 405

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
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Cassady Schiller Wealth Management's GBTC Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q4 2024 at 46 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Cassady Schiller Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 4 quarters since. 757 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Cassady Schiller Wealth Management held 46 shares of Grayscale Bitcoin Trust worth $3.4K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q4 2024.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #483 holding.
  • Cassady Schiller Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • 757 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.