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Patten & Patten’s Grayscale Bitcoin Trust GBTC Stock Holding History

Patten & Patten’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
Q2 		– Sell
-4,137
Closed -$270K – 327
2025
Q1 		$270K Buy
4,137
+452
+12% +$33.3K 0.02% 279
2024
Q4 		$273K Buy
+3,685
New +$243K 0.02% 271
2024
Q2 		– Sell
-3,609
Closed -$206K – 309
2024
Q1 		$206K Buy
+3,609
New +$159K 0.01% 298

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Patten & Patten's GBTC Position: Q2 2025 in Review

Patten & Patten sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 4,137 shares — an estimated $270K sold.

Patten & Patten first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $273K in Q4 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

  • Patten & Patten reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Patten & Patten sold 4,137 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $270K.
  • Patten & Patten first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • Patten & Patten's Grayscale Bitcoin Trust position peaked at $273K in Q4 2024.
  • 762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Patten & Patten's 13F filing for Q2 2025, filed 28 Jul 2025.