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Householder Group Estate & Retirement Specialist’s Grayscale Bitcoin Trust GBTC Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$1K Sell
14
-150
-91% -$9.89K ﹤0.01% 507
2024
Q3 		$8K Sell
164
-18
-10% -$876 ﹤0.01% 852
2024
Q2 		$8K Sell
182
-178
-49% -$9.38K ﹤0.01% 855
2024
Q1 		$20.5K Buy
+360
New +$15.8K 0.01% 672

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $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 $2.45B 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 $268M AUM 31.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GBTC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Grayscale Bitcoin Trust (GBTC) stake by 91% in Q4 2024, selling an estimated $9.89K and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Householder Group Estate & Retirement Specialist first reported a position in GBTC in Q1 2024 and has held it in 4 quarters since. The position peaked at $20.5K in Q1 2024. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 14 shares of Grayscale Bitcoin Trust worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 150 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $9.89K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #507 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's Grayscale Bitcoin Trust position peaked at $20.5K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.