FIM
GBTC icon

FWL Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

FWL Investment 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
2025
Q4 		– Sell
-150
Closed -$13.5K – 377
2025
Q3 		$13.5K Hold
150
– – ﹤0.01% 225
2025
Q2 		$12.7K Hold
150
– – ﹤0.01% 214
2025
Q1 		$9.78K Hold
150
– – ﹤0.01% 223
2024
Q4 		$11.1K Hold
150
– – ﹤0.01% 235
2024
Q3 		$7.58K Sell
150
-293
-66% -$14.3K ﹤0.01% 247
2024
Q2 		$21.3K Buy
+443
New +$23.3K 0.01% 152

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

FWL Investment Management's GBTC Position: Q4 2025 in Review

FWL Investment Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 150 shares — an estimated $13.5K sold.

FWL Investment Management first reported a position in GBTC in Q2 2024 and held it in 6 quarters. The position peaked at $21.3K in Q2 2024. 734 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • FWL Investment Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • FWL Investment Management sold 150 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $13.5K.
  • FWL Investment Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 6 quarters.
  • FWL Investment Management's Grayscale Bitcoin Trust position peaked at $21.3K in Q2 2024.
  • 734 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on FWL Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.