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Gerber Kawasaki Wealth & Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Gerber Kawasaki Wealth & 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
-2,570
Closed -$231K – 342
2025
Q3 		$231K Buy
+2,570
New +$231K 0.01% 295
2024
Q2 		– Sell
-7,150
Closed -$408K – 287
2024
Q1 		$408K Buy
+7,150
New +$315K 0.02% 194

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 $103B AUM 28.65% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 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 $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

Gerber Kawasaki Wealth & Investment Management's GBTC Position: Q4 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,570 shares — an estimated $231K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $408K in Q1 2024. 735 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,570 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $231K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Grayscale Bitcoin Trust position peaked at $408K in Q1 2024.
  • 735 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.