CIBC Private Wealth Group
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CIBC Private Wealth Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

CIBC Private Wealth Group’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
Q4 		$1.86M Buy
27,281
+2,500
+10% +$196K ﹤0.01% 588
2025
Q3 		$2.22M Buy
24,781
+229
+0.9% +$20.6K ﹤0.01% 547
2025
Q2 		$2.08M Sell
24,552
-5,637
-19% -$438K ﹤0.01% 543
2025
Q1 		$1.83M Sell
30,189
-1,151
-4% -$84.8K ﹤0.01% 545
2024
Q4 		$2.33M Sell
31,340
-16,805
-35% -$1.11M ﹤0.01% 539
2024
Q3 		$2.43M Sell
48,145
-2,964
-6% -$144K ﹤0.01% 534
2024
Q2 		$2.31M Sell
51,109
-36,131
-41% -$1.9M ﹤0.01% 514
2024
Q1 		$4.9M Buy
+87,240
New +$3.84M 0.01% 410

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return