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Edge Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Edge Financial 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
2025
Q4 		$808K Hold
11,820
– – 0.34% 61
2025
Q3 		$1.06M Sell
11,820
-436
-4% -$39.2K 0.48% 48
2025
Q2 		$1.02M Buy
12,256
+2,835
+30% +$220K 0.54% 39
2025
Q1 		$614K Buy
+9,421
New +$694K 0.39% 45

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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

Edge Financial Advisors's GBTC Position: Q4 2025 in Review

Edge Financial Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q4 2025 at 11,820 shares worth $808K. The position accounts for 0.34% of the portfolio, ranked #61.

Edge Financial Advisors first reported a position in GBTC in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 735 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Edge Financial Advisors held 11,820 shares of Grayscale Bitcoin Trust worth $808K as of Q4 2025.
  • Edge Financial Advisors left its Grayscale Bitcoin Trust share count unchanged in Q4 2025.
  • Grayscale Bitcoin Trust made up 0.34% of Edge Financial Advisors's portfolio in Q4 2025, its #61 holding.
  • Edge Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
  • Edge Financial Advisors's Grayscale Bitcoin Trust position peaked at $1.06M in Q3 2025.
  • 735 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.