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New World Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

New World 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
-3,161
Closed -$234K – 81
2024
Q4 		$234K Buy
+3,161
New +$208K 0.06% 61

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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
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

New World Advisors's GBTC Position: Q1 2025 in Review

New World Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 3,161 shares — an estimated $234K sold.

New World Advisors first reported a position in GBTC in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 708 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • New World Advisors reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • New World Advisors sold 3,161 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $234K.
  • New World Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 1 quarter.
  • New World Advisors's Grayscale Bitcoin Trust position peaked at $234K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on New World Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.