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Institutional & Family Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Institutional & Family Asset Management’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 		$78K Hold
1,622
– – 0.01% 203
2024
Q1 		$92.5K Buy
+1,622
New +$71.4K 0.01% 193

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Millennium Management
Millennium Management New York $240B AUM 35.51% 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
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
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

Institutional & Family Asset Management's GBTC Position: Q2 2024 in Review

Institutional & Family Asset Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2024 at 1,622 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #203.

Institutional & Family Asset Management first reported a position in GBTC in Q1 2024 and has held it in 2 quarters since. The position peaked at $92.5K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Institutional & Family Asset Management held 1,622 shares of Grayscale Bitcoin Trust worth $78K as of Q2 2024.
  • Institutional & Family Asset Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2024.
  • Grayscale Bitcoin Trust made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #203 holding.
  • Institutional & Family Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's Grayscale Bitcoin Trust position peaked at $92.5K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.