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Mount Yale Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-388
Closed -$32.9K – 1031
2025
Q2 		$32.9K Buy
+388
New +$30.2K ﹤0.01% 935

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GWM
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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
MC
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

Mount Yale Investment Advisors's GBTC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 388 shares — an estimated $32.9K sold.

Mount Yale Investment Advisors first reported a position in GBTC in Q2 2025 and held it in 1 quarter. The position peaked at $32.9K in Q2 2025. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 388 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $32.9K.
  • Mount Yale Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Grayscale Bitcoin Trust position peaked at $32.9K in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.