MS
GBTC icon

Marshall & Sullivan’s Grayscale Bitcoin Trust GBTC Stock Holding History

Marshall & Sullivan’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 		$363K Hold
4,040
– – 0.17% 37
2025
Q2 		$343K Hold
4,040
– – 0.16% 37
2025
Q1 		$263K Hold
4,040
– – 0.13% 39
2024
Q4 		$299K Hold
4,040
– – 0.15% 37
2024
Q3 		$204K Sell
4,040
-432
-10% -$21K 0.1% 40
2024
Q2 		$215K Hold
4,472
– – 0.11% 39
2024
Q1 		$255K Buy
+4,472
New +$197K 0.13% 39

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

Marshall & Sullivan's GBTC Position: Q3 2025 in Review

Marshall & Sullivan held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2025 at 4,040 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #37.

Marshall & Sullivan first reported a position in GBTC in Q1 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Marshall & Sullivan held 4,040 shares of Grayscale Bitcoin Trust worth $363K as of Q3 2025.
  • Marshall & Sullivan left its Grayscale Bitcoin Trust share count unchanged in Q3 2025.
  • Grayscale Bitcoin Trust made up 0.17% of Marshall & Sullivan's portfolio in Q3 2025, its #37 holding.
  • Marshall & Sullivan first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.