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

Executive 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
2024
Q4 		$483K Sell
6,521
-976
-13% -$64.3K 0.04% 168
2024
Q3 		$379K Buy
+7,497
New +$365K 0.03% 196
2024
Q2 		– Sell
-8,562
Closed -$481K – 167
2024
Q1 		$481K Buy
+8,562
New +$377K 0.04% 154

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

Executive Wealth Management's GBTC Position: Q4 2024 in Review

Executive Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 13% in Q4 2024, selling an estimated $64.3K and leaving 6,521 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #168.

Executive Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 3 quarters since. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Executive Wealth Management held 6,521 shares of Grayscale Bitcoin Trust worth $483K as of Q4 2024.
  • Executive Wealth Management sold 976 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $64.3K.
  • Grayscale Bitcoin Trust made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #168 holding.
  • Executive Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.