GWMI
GBTC icon

Guardian Wealth Management (Illinois)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Guardian Wealth Management (Illinois)’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
-1,013
Closed -$66K – 112
2025
Q1 		$66K Hold
1,013
– – 0.04% 96
2024
Q4 		$75K Sell
1,013
-74
-7% -$4.88K 0.05% 103
2024
Q3 		$54.9K Sell
1,087
-126
-10% -$6.13K 0.04% 108
2024
Q2 		$58.4K Hold
1,213
– – 0.04% 107
2024
Q1 		$69.2K Buy
+1,213
New +$53.4K 0.05% 101

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s GBTC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 1,013 shares — an estimated $66K sold.

Guardian Wealth Management (Illinois) first reported a position in GBTC in Q1 2024 and held it in 5 quarters. The position peaked at $75K in Q4 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,013 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $66K.
  • Guardian Wealth Management (Illinois) first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 5 quarters.
  • Guardian Wealth Management (Illinois)'s Grayscale Bitcoin Trust position peaked at $75K in Q4 2024.
  • 762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.