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Forvis Mazars Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Forvis Mazars Wealth 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
Q3 		– Sell
-5,679
Closed -$482K – 406
2025
Q2 		$482K Sell
5,679
-176
-3% -$13.7K 0.01% 292
2025
Q1 		$382K Buy
5,855
+100
+2% +$7.37K 0.01% 328
2024
Q4 		$426K Hold
5,755
– – 0.01% 334
2024
Q3 		$291K Sell
5,755
-726
-11% -$35.3K 0.01% 388
2024
Q2 		$312K Buy
+6,481
New +$341K 0.01% 347

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
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors's GBTC Position: Q3 2025 in Review

Forvis Mazars Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 5,679 shares — an estimated $482K sold.

Forvis Mazars Wealth Advisors first reported a position in GBTC in Q2 2024 and held it in 5 quarters. The position peaked at $482K in Q2 2025. 784 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,679 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $482K.
  • Forvis Mazars Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 5 quarters.
  • Forvis Mazars Wealth Advisors's Grayscale Bitcoin Trust position peaked at $482K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.