MWM
GBTC icon

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

Modera 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
-2,508
Closed -$225K – 651
2025
Q3 		$225K Buy
2,508
+6
+0.2% +$540 ﹤0.01% 608
2025
Q2 		$212K Buy
+2,502
New +$195K ﹤0.01% 615

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 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

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

Modera Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,508 shares — an estimated $225K sold.

Modera Wealth Management first reported a position in GBTC in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Modera Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 2,508 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $225K.
  • Modera Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Modera Wealth Management's Grayscale Bitcoin Trust position peaked at $225K in Q3 2025.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.