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Kathleen S. Wright Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$9.88K Hold
110
– – ﹤0.01% 210
2025
Q2 		$9.33K Hold
110
– – ﹤0.01% 219
2025
Q1 		$7.17K Sell
110
-2,117
-95% -$156K ﹤0.01% 229
2024
Q4 		$163K Sell
2,227
-1,982
-47% -$131K 0.07% 113
2024
Q3 		$137K Buy
4,209
+1,273
+43% +$62K 0.06% 118
2024
Q2 		$146K Sell
2,936
-55
-2% -$2.9K 0.07% 114
2024
Q1 		$162K Buy
+2,991
New +$132K 0.08% 111

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Kathleen S. Wright Associates's GBTC Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2025 at 110 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Kathleen S. Wright Associates first reported a position in GBTC in Q1 2024 and has held it in 7 quarters since. The position peaked at $163K in Q4 2024. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Kathleen S. Wright Associates held 110 shares of Grayscale Bitcoin Trust worth $9.88K as of Q3 2025.
  • Kathleen S. Wright Associates left its Grayscale Bitcoin Trust share count unchanged in Q3 2025.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #210 holding.
  • Kathleen S. Wright Associates first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • Kathleen S. Wright Associates's Grayscale Bitcoin Trust position peaked at $163K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.