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Laidlaw Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Laidlaw 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
-3,695
Closed -$332K – 54
2025
Q3 		$332K Buy
3,695
+360
+11% +$32.4K 0.79% 34
2025
Q2 		$283K Buy
+3,335
New +$259K 0.82% 33
2025
Q1 		– Sell
-11,963
Closed -$886K – 90
2024
Q4 		$886K Sell
11,963
-175
-1% -$11.5K 0.39% 69
2024
Q3 		$613K Sell
12,138
-977
-7% -$47.6K 0.3% 93
2024
Q2 		$631K Buy
13,115
+601
+5% +$31.7K 0.35% 79
2024
Q1 		$714K Buy
+12,514
New +$551K 0.4% 74

Other funds holding GBTC

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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

Laidlaw Wealth Management's GBTC Position: Q4 2025 in Review

Laidlaw Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 3,695 shares — an estimated $332K sold.

Laidlaw Wealth Management first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $886K in Q4 2024. 735 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Laidlaw Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,695 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $332K.
  • Laidlaw Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • Laidlaw Wealth Management's Grayscale Bitcoin Trust position peaked at $886K in Q4 2024.
  • 735 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Laidlaw Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.