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McKinley Carter Wealth Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

McKinley Carter Wealth Services’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
2026
Q1 		$1.69M Hold
32,107
– – 0.1% 132
2025
Q4 		$2.19M Hold
32,107
– – 0.12% 117
2025
Q3 		$2.88M Buy
32,107
+108
+0.3% +$9.72K 0.15% 102
2025
Q2 		$2.71M Sell
31,999
-1,456
-4% -$113K 0.15% 102
2025
Q1 		$2.18M Hold
33,455
– – 0.13% 106
2024
Q4 		$2.48M Hold
33,455
– – 0.15% 97
2024
Q3 		$1.69M Sell
33,455
-3,580
-10% -$174K 0.1% 129
2024
Q2 		$1.78M Buy
37,035
+202
+0.5% +$10.6K 0.11% 117
2024
Q1 		$2.1M Buy
+36,833
New +$1.62M 0.14% 106

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HKAM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
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ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return