FHC
GBTC icon

First Heartland Consultants’s Grayscale Bitcoin Trust GBTC Stock Holding History

First Heartland Consultants’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
-2,924
Closed -$262K – 545
2025
Q3 		$262K Buy
2,924
+40
+1% +$3.6K 0.02% 433
2025
Q2 		$245K Buy
+2,884
New +$224K 0.02% 429
2025
Q1 		– Sell
-3,798
Closed -$281K – 455
2024
Q4 		$281K Buy
+3,798
New +$250K 0.03% 356
2024
Q2 		– Sell
-3,846
Closed -$219K – 451
2024
Q1 		$219K Buy
+3,846
New +$169K 0.02% 392

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

First Heartland Consultants's GBTC Position: Q4 2025 in Review

First Heartland Consultants sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,924 shares — an estimated $262K sold.

First Heartland Consultants first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $281K in Q4 2024. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • First Heartland Consultants reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • First Heartland Consultants sold 2,924 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $262K.
  • First Heartland Consultants first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
  • First Heartland Consultants's Grayscale Bitcoin Trust position peaked at $281K in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.