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Financial Security Advisor’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Security Advisor’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
Q1 		– Sell
-3,686
Closed -$273K – 126
2024
Q4 		$273K Buy
+3,686
New +$243K 0.07% 93
2024
Q3 		– Sell
-4,270
Closed -$205K – 119
2024
Q2 		$205K Buy
4,270
+89
+2% +$4.69K 0.07% 109
2024
Q1 		$239K Buy
+4,181
New +$184K 0.08% 92

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 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
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
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Financial Security Advisor's GBTC Position: Q1 2025 in Review

Financial Security Advisor sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 3,686 shares — an estimated $273K sold.

Financial Security Advisor first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $273K in Q4 2024. 711 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • Financial Security Advisor reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Financial Security Advisor sold 3,686 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $273K.
  • Financial Security Advisor first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • Financial Security Advisor's Grayscale Bitcoin Trust position peaked at $273K in Q4 2024.
  • 711 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on Financial Security Advisor's 13F filing for Q1 2025, filed 1 May 2025.