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Concurrent Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		$624K Buy
11,819
+4,754
+67% +$283K 0.01% 1107
2025
Q4 		$483K Sell
7,065
-215
-3% -$16.9K 0.01% 1159
2025
Q3 		$653K Sell
7,280
-2,142
-23% -$193K 0.01% 801
2025
Q2 		$799K Buy
9,422
+4,159
+79% +$323K 0.02% 672
2025
Q1 		$343K Buy
5,263
+1,455
+38% +$107K 0.01% 870
2024
Q4 		$282K Sell
3,808
-190
-5% -$12.5K 0.01% 855
2024
Q3 		$202K Sell
3,998
-411
-9% -$20K 0.01% 938
2024
Q2 		$212K Buy
4,409
+667
+18% +$35.1K 0.01% 857
2024
Q1 		$213K Buy
+3,742
New +$165K 0.01% 791

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
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return