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Orion Portfolio Solutions’s Grayscale Bitcoin Trust GBTC Stock Holding History

Orion Portfolio Solutions’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 		$537K Buy
8,243
+155
+2% +$11.4K 0.01% 1388
2024
Q4 		$599K Buy
8,088
+1,316
+19% +$86.8K 0.01% 1281
2024
Q3 		$342K Sell
6,772
-1,294
-16% -$63K ﹤0.01% 1480
2024
Q2 		$388K Buy
+8,066
New +$425K ﹤0.01% 1368

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

Orion Portfolio Solutions's GBTC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Grayscale Bitcoin Trust (GBTC) stake by 1.9% in Q1 2025, buying an estimated $11.4K and bringing the position to 8,243 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1388.

Orion Portfolio Solutions first reported a position in GBTC in Q2 2024 and has held it in 4 quarters since. The position peaked at $599K in Q4 2024. 708 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • Orion Portfolio Solutions held 8,243 shares of Grayscale Bitcoin Trust worth $537K as of Q1 2025.
  • Orion Portfolio Solutions bought 155 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $11.4K.
  • Grayscale Bitcoin Trust made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1388 holding.
  • Orion Portfolio Solutions first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Grayscale Bitcoin Trust position peaked at $599K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.