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Morling Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Morling Financial Advisors’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
Q1 		– Sell
-6,001
Closed -$444K – 130
2024
Q4 		$444K Hold
6,001
– – 0.15% 47
2024
Q3 		$303K Sell
6,001
-642
-10% -$31.2K 0.12% 54
2024
Q2 		$319K Hold
6,643
– – 0.14% 44
2024
Q1 		$379K Buy
+6,643
New +$292K 0.22% 44

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Wealthfront Advisers
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
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Morling Financial Advisors's GBTC Position: Q1 2025 in Review

Morling Financial Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 6,001 shares — an estimated $444K sold.

Morling Financial Advisors first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $444K in Q4 2024. 708 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • Morling Financial Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 6,001 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $444K.
  • Morling Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
  • Morling Financial Advisors's Grayscale Bitcoin Trust position peaked at $444K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on Morling Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.