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Optimum Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Optimum 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 		$229K Hold
2,548
– – 0.09% 177
2025
Q2 		$216K Buy
2,548
+1,048
+70% +$81.5K 0.09% 170
2025
Q1 		$97.8K Hold
1,500
– – 0.05% 248
2024
Q4 		$111K Hold
1,500
– – 0.05% 239
2024
Q3 		$75.8K Sell
1,500
-161
-10% -$7.84K 0.03% 307
2024
Q2 		$79.9K Hold
1,661
– – 0.04% 293
2024
Q1 		$94.8K Buy
+1,661
New +$73.1K 0.04% 274

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
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

Optimum Investment Advisors's GBTC Position: Q3 2025 in Review

Optimum Investment Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2025 at 2,548 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #177.

Optimum Investment Advisors first reported a position in GBTC in Q1 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Optimum Investment Advisors held 2,548 shares of Grayscale Bitcoin Trust worth $229K as of Q3 2025.
  • Optimum Investment Advisors left its Grayscale Bitcoin Trust share count unchanged in Q3 2025.
  • Grayscale Bitcoin Trust made up 0.09% of Optimum Investment Advisors's portfolio in Q3 2025, its #177 holding.
  • Optimum Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.