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Circle Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Circle 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
2025
Q2 		– Sell
-13,250
Closed -$864K – 227
2025
Q1 		$864K Hold
13,250
– – 0.02% 122
2024
Q4 		$981K Buy
+13,250
New +$873K 0.02% 117

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Jane Street
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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
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Circle Wealth Management's GBTC Position: Q2 2025 in Review

Circle Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 13,250 shares — an estimated $864K sold.

Circle Wealth Management first reported a position in GBTC in Q4 2024 and held it in 2 quarters. The position peaked at $981K in Q4 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

  • Circle Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Circle Wealth Management sold 13,250 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $864K.
  • Circle Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 2 quarters.
  • Circle Wealth Management's Grayscale Bitcoin Trust position peaked at $981K in Q4 2024.
  • 762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Circle Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.