Mather Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Mather Group’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 Q2	–	Sell	-2,000	Closed	-$130K	–	1034
2025 Q1	$130K	Hold	2,000	–	–	﹤0.01%	696
2024 Q4	$148K	Sell	2,000 -411	-17%	-$27.1K	﹤0.01%	656
2024 Q3	$122K	Sell	2,411 -2,594	-52%	-$126K	﹤0.01%	695
2024 Q2	$286K	Buy	+5,005	New	+$264K	﹤0.01%	546

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Mather Group's GBTC Position: Q2 2025 in Review

Mather Group sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 2,000 shares — an estimated $130K sold.

Mather Group first reported a position in GBTC in Q2 2024 and held it in 4 quarters. The position peaked at $286K in Q2 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Mather Group reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
Mather Group sold 2,000 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $130K.
Mather Group first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 4 quarters.
Mather Group's Grayscale Bitcoin Trust position peaked at $286K in Q2 2024.
762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.