Moloney Securities Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Moloney Securities Asset 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 Q3	$280K	Sell	3,115 -604	-16%	-$54.4K	0.03%	374
2025 Q2	$315K	Sell	3,719 -137	-4%	-$10.7K	0.04%	350
2025 Q1	$251K	Sell	3,856 -1,881	-33%	-$139K	0.03%	393
2024 Q4	$425K	Sell	5,737 -105	-2%	-$6.92K	0.06%	288
2024 Q3	$295K	Sell	5,842 -625	-10%	-$30.4K	0.04%	361
2024 Q2	$311K	Buy	6,467 +86	+1%	+$4.53K	0.05%	342
2024 Q1	$364K	Buy	+6,381	New	+$281K	0.05%	310

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

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

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

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

Moloney Securities Asset Management's GBTC Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 16% in Q3 2025, selling an estimated $54.4K and leaving 3,115 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #374.

Moloney Securities Asset Management first reported a position in GBTC in Q1 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2024. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

Moloney Securities Asset Management held 3,115 shares of Grayscale Bitcoin Trust worth $280K as of Q3 2025.
Moloney Securities Asset Management sold 604 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $54.4K.
Grayscale Bitcoin Trust made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #374 holding.
Moloney Securities Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
Moloney Securities Asset Management's Grayscale Bitcoin Trust position peaked at $425K in Q4 2024.
782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.