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Cornerstone Planning’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cornerstone Planning’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
2024
Q4 		$492K Buy
+6,649
New +$438K 0.19% 94

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Cornerstone Planning's GBTC Position: Q4 2024 in Review

Cornerstone Planning opened a new position in Grayscale Bitcoin Trust (GBTC) in Q4 2024: 6,649 shares worth $492K. The stake represents 0.19% of the portfolio and ranks #94 among its holdings.

753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Cornerstone Planning held 6,649 shares of Grayscale Bitcoin Trust worth $492K as of Q4 2024.
  • Grayscale Bitcoin Trust was a new Cornerstone Planning position in Q4 2024.
  • Grayscale Bitcoin Trust made up 0.19% of Cornerstone Planning's portfolio in Q4 2024, its #94 holding.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.