CF
GBTC icon

Clarity Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Clarity Financial’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 		– Sell
-2,502
Closed -$225K – 119
2025
Q3 		$225K Hold
2,502
– – 0.02% 108
2025
Q2 		$212K Buy
+2,502
New +$195K 0.02% 106
2024
Q4 		– Sell
-29,737
Closed -$1.5M – 134
2024
Q3 		$1.5M Buy
+29,737
New +$1.45M 0.17% 57

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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $893B AUM 36.07% 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 $714M AUM 24.24% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Clarity Financial's GBTC Position: Q4 2025 in Review

Clarity Financial sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,502 shares — an estimated $225K sold.

Clarity Financial first reported a position in GBTC in Q3 2024 and held it in 3 quarters. The position peaked at $1.5M in Q3 2024. 736 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Clarity Financial reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Clarity Financial sold 2,502 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $225K.
  • Clarity Financial first reported a position in Grayscale Bitcoin Trust in Q3 2024 and held it in 3 quarters.
  • Clarity Financial's Grayscale Bitcoin Trust position peaked at $1.5M in Q3 2024.
  • 736 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Clarity Financial's 13F filing for Q4 2025, filed 28 Jan 2026.