MWM
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Modern Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Modern 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
2026
Q1 		$583K Sell
10,986
-239
-2% -$14.2K 0.01% 540
2025
Q4 		$767K Sell
11,225
-2,020
-15% -$158K 0.01% 456
2025
Q3 		$1.19M Sell
13,245
-78
-0.6% -$7.02K 0.02% 358
2025
Q2 		$1.13M Buy
13,323
+1,010
+8% +$78.5K 0.03% 348
2025
Q1 		$802K Buy
12,313
+210
+2% +$15.5K 0.03% 337
2024
Q4 		$896K Sell
12,103
-118
-1% -$7.78K 0.03% 269
2024
Q3 		$617K Sell
12,221
-1,308
-10% -$63.7K 0.04% 223
2024
Q2 		$651K Buy
13,529
+821
+6% +$43.2K 0.05% 183
2024
Q1 		$725K Buy
+12,708
New +$559K 0.07% 138

Other funds holding GBTC

HKAM
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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
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