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

Congress 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 		$952K Buy
11,225
+420
+4% +$32.7K 0.01% 723
2025
Q1 		$724K Buy
+10,805
New +$796K 0.01% 714

Other funds holding GBTC

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Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 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
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

Congress Wealth Management increased its Grayscale Bitcoin Trust (GBTC) stake by 3.9% in Q2 2025, buying an estimated $32.7K and bringing the position to 11,225 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #723.

Congress Wealth Management first reported a position in GBTC in Q1 2025 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

  • Congress Wealth Management held 11,225 shares of Grayscale Bitcoin Trust worth $952K as of Q2 2025.
  • Congress Wealth Management bought 420 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $32.7K.
  • Grayscale Bitcoin Trust made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #723 holding.
  • Congress Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 2 quarters since.
  • 766 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

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