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 $8.82B AUM 23.05% 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 $2.74B AUM 36.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

CIBC Private Wealth Group's GBTC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Grayscale Bitcoin Trust (GBTC) stake by 10% in Q4 2025, buying an estimated $196K and bringing the position to 27,281 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #588.

CIBC Private Wealth Group first reported a position in GBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.9M in Q1 2024. 735 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • CIBC Private Wealth Group held 27,281 shares of Grayscale Bitcoin Trust worth $1.86M as of Q4 2025.
  • CIBC Private Wealth Group bought 2,500 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $196K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #588 holding.
  • CIBC Private Wealth Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Grayscale Bitcoin Trust position peaked at $4.9M in Q1 2024.
  • 735 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.