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KMG Fiduciary Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

KMG Fiduciary Partners’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
-2,699
Closed -$242K – 275
2025
Q3 		$242K Sell
2,699
-250
-8% -$22.5K 0.02% 279
2025
Q2 		$250K Buy
+2,949
New +$229K 0.02% 270
2025
Q1 		– Sell
-2,949
Closed -$218K – 286
2024
Q4 		$218K Buy
+2,949
New +$194K 0.02% 267

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HighTower Advisors
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GWM
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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
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KMG Fiduciary Partners's GBTC Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,699 shares — an estimated $242K sold.

KMG Fiduciary Partners first reported a position in GBTC in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q2 2025. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 2,699 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $242K.
  • KMG Fiduciary Partners first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • KMG Fiduciary Partners's Grayscale Bitcoin Trust position peaked at $250K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.