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Herold Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Herold Advisors’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
Q2 		– Sell
-3,598
Closed -$205K – 270
2024
Q1 		$205K Buy
+3,598
New +$158K 0.05% 253

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MCM
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LPL Financial
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BFM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Herold Advisors's GBTC Position: Q2 2024 in Review

Herold Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2024, closing a stake of 3,598 shares — an estimated $205K sold.

Herold Advisors first reported a position in GBTC in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Herold Advisors reported no remaining Grayscale Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
  • Herold Advisors sold 3,598 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $205K.
  • Herold Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 1 quarter.
  • Herold Advisors's Grayscale Bitcoin Trust position peaked at $205K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Herold Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.