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Curi RMB Capital’s Grayscale Bitcoin Trust GBTC Stock Holding History

Curi RMB Capital’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 		$1.64M Sell
31,088
-45
-0.1% -$2.68K 0.03% 364
2025
Q4 		$2.13M Buy
31,133
+1,385
+5% +$109K 0.04% 327
2025
Q3 		$2.67M Hold
29,748
– – 0.05% 296
2025
Q2 		$2.52M Buy
29,748
+3,739
+14% +$291K 0.05% 292
2025
Q1 		$1.7M Sell
26,009
-2,712
-9% -$200K 0.04% 282
2024
Q4 		$2.13M Sell
28,721
-5,679
-17% -$374K 0.05% 263
2024
Q3 		$1.74M Sell
34,400
-3,768
-10% -$183K 0.04% 282
2024
Q2 		$1.84M Sell
38,168
-497
-1% -$26.2K 0.04% 272
2024
Q1 		$2.21M Buy
+38,665
New +$1.7M 0.05% 260

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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