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Concord Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Concord Wealth Partners’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
-100
Closed -$8.98K – 869
2025
Q3 		$8.98K Hold
100
– – ﹤0.01% 555
2025
Q2 		$8.48K Hold
100
– – ﹤0.01% 566
2025
Q1 		$6.52K Hold
100
– – ﹤0.01% 553
2024
Q4 		$7.4K Hold
100
– – ﹤0.01% 556
2024
Q3 		$5.05K Sell
100
-232
-70% -$11.3K ﹤0.01% 629
2024
Q2 		$16K Hold
332
– – ﹤0.01% 460
2024
Q1 		$19K Buy
+332
New +$14.6K ﹤0.01% 493

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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
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

Concord Wealth Partners's GBTC Position: Q4 2025 in Review

Concord Wealth Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 100 shares — an estimated $8.98K sold.

Concord Wealth Partners first reported a position in GBTC in Q1 2024 and held it in 7 quarters. The position peaked at $19K in Q1 2024. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Concord Wealth Partners reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 100 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $8.98K.
  • Concord Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 7 quarters.
  • Concord Wealth Partners's Grayscale Bitcoin Trust position peaked at $19K in Q1 2024.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.