Global Financial Private Client’s Grayscale Bitcoin Trust GBTC Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-111	Closed	-$7.23K	–	743
2025 Q1	$7.23K	Hold	111	–	–	﹤0.01%	637
2024 Q4	$8.22K	Hold	111	–	–	﹤0.01%	580
2024 Q3	$5.61K	Sell	111 -12	-10%	-$584	﹤0.01%	628
2024 Q2	$5.91K	Hold	123	–	–	﹤0.01%	492
2024 Q1	$6.9K	Buy	+123	New	+$5.41K	﹤0.01%	489

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

MCM

Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Global Financial Private Client's GBTC Position: Q2 2025 in Review

Global Financial Private Client sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 111 shares — an estimated $7.23K sold.

Global Financial Private Client first reported a position in GBTC in Q1 2024 and held it in 5 quarters. The position peaked at $8.22K in Q4 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Global Financial Private Client reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 111 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $7.23K.
Global Financial Private Client first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 5 quarters.
Global Financial Private Client's Grayscale Bitcoin Trust position peaked at $8.22K in Q4 2024.
762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.