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Future Financial Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Future Financial 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 		– Sell
-1,000
Closed -$50.5K – 457
2024
Q3 		$50.5K Buy
+1,000
New +$48.7K 0.04% 253
2024
Q2 		– Sell
-1,107
Closed -$63.2K – 231
2024
Q1 		$63.2K Buy
+1,107
New +$48.7K 0.05% 231

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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Future Financial Wealth Management's GBTC Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 1,000 shares — an estimated $50.5K sold.

Future Financial Wealth Management first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $63.2K in Q1 2024. 757 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Future Financial Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 1,000 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $50.5K.
  • Future Financial Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Future Financial Wealth Management's Grayscale Bitcoin Trust position peaked at $63.2K in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.