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Johnson & White Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Johnson & White Wealth 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
2025
Q4 		– Sell
-2,296
Closed -$206K – 113
2025
Q3 		$206K Buy
+2,296
New +$207K 0.09% 110
2025
Q2 		– Sell
-5,496
Closed -$358K – 103
2025
Q1 		$358K Sell
5,496
-536
-9% -$39.5K 0.2% 74
2024
Q4 		$466K Buy
+6,032
New +$398K 0.28% 65
2024
Q2 		– Sell
-10,860
Closed -$620K – 60
2024
Q1 		$620K Buy
+10,860
New +$478K 0.45% 53

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Johnson & White Wealth Management's GBTC Position: Q4 2025 in Review

Johnson & White Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,296 shares — an estimated $206K sold.

Johnson & White Wealth Management first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $620K in Q1 2024. 736 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Johnson & White Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Johnson & White Wealth Management sold 2,296 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $206K.
  • Johnson & White Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
  • Johnson & White Wealth Management's Grayscale Bitcoin Trust position peaked at $620K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Johnson & White Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.