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Financial Insights’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Insights’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 		– Sell
-2,616
Closed -$235K – 135
2025
Q3 		$235K Hold
2,616
– – 0.08% 124
2025
Q2 		$222K Buy
+2,616
New +$203K 0.08% 119
2024
Q4 		– Sell
-5,232
Closed -$264K – 122
2024
Q3 		$264K Sell
5,232
-560
-10% -$27.3K 0.08% 124
2024
Q2 		$279K Buy
+5,792
New +$305K 0.08% 134

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 $2.75B AUM 36.11% 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

Financial Insights's GBTC Position: Q4 2025 in Review

Financial Insights sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,616 shares — an estimated $235K sold.

Financial Insights first reported a position in GBTC in Q2 2024 and held it in 4 quarters. The position peaked at $279K in Q2 2024. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Financial Insights reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Financial Insights sold 2,616 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $235K.
  • Financial Insights first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 4 quarters.
  • Financial Insights's Grayscale Bitcoin Trust position peaked at $279K in Q2 2024.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Financial Insights's 13F filing for Q4 2025, filed 1 Apr 2026.