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Independent Wealth Network’s Grayscale Bitcoin Trust GBTC Stock Holding History

Independent Wealth Network’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
-3,663
Closed -$209K – 222
2024
Q1 		$209K Buy
+3,663
New +$161K 0.1% 201

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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
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BSW
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DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Independent Wealth Network's GBTC Position: Q2 2024 in Review

Independent Wealth Network sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2024, closing a stake of 3,663 shares — an estimated $209K sold.

Independent Wealth Network first reported a position in GBTC in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Independent Wealth Network reported no remaining Grayscale Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
  • Independent Wealth Network sold 3,663 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $209K.
  • Independent Wealth Network first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 1 quarter.
  • Independent Wealth Network's Grayscale Bitcoin Trust position peaked at $209K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Independent Wealth Network's 13F filing for Q2 2024, filed 18 Jul 2024.