LMKC
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L.M. Kohn & Company’s Grayscale Bitcoin Trust GBTC Stock Holding History

L.M. Kohn & Company’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 		$329K Sell
3,660
-73
-2% -$6.57K 0.39% 78
2025
Q2 		$317K Sell
3,733
-42
-1% -$3.27K 0.09% 193
2025
Q1 		$246K Buy
+3,775
New +$278K 0.06% 233

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GWM
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Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
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L.M. Kohn & Company's GBTC Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Grayscale Bitcoin Trust (GBTC) stake by 2% in Q3 2025, selling an estimated $6.57K and leaving 3,660 shares worth $329K. The position accounts for 0.39% of the portfolio, ranked #78.

L.M. Kohn & Company first reported a position in GBTC in Q1 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • L.M. Kohn & Company held 3,660 shares of Grayscale Bitcoin Trust worth $329K as of Q3 2025.
  • L.M. Kohn & Company sold 73 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $6.57K.
  • Grayscale Bitcoin Trust made up 0.39% of L.M. Kohn & Company's portfolio in Q3 2025, its #78 holding.
  • L.M. Kohn & Company first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.