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PBMares Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

PBMares Wealth Management’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 		$657K Sell
7,315
-334
-4% -$30.1K 0.11% 97
2025
Q2 		$649K Sell
7,649
-331
-4% -$25.7K 0.12% 95
2025
Q1 		$520K Sell
7,980
-343
-4% -$25.3K 0.1% 106
2024
Q4 		$616K Sell
8,323
-60
-0.7% -$3.96K 0.13% 98
2024
Q3 		$423K Sell
8,383
-1,265
-13% -$61.6K 0.09% 121
2024
Q2 		$464K Sell
9,648
-478
-5% -$25.2K 0.11% 110
2024
Q1 		$578K Buy
+10,126
New +$446K 0.15% 96

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

PBMares Wealth Management's GBTC Position: Q3 2025 in Review

PBMares Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 4.4% in Q3 2025, selling an estimated $30.1K and leaving 7,315 shares worth $657K. The position accounts for 0.11% of the portfolio, ranked #97.

PBMares Wealth Management 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.

  • PBMares Wealth Management held 7,315 shares of Grayscale Bitcoin Trust worth $657K as of Q3 2025.
  • PBMares Wealth Management sold 334 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $30.1K.
  • Grayscale Bitcoin Trust made up 0.11% of PBMares Wealth Management's portfolio in Q3 2025, its #97 holding.
  • PBMares Wealth Management 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 PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.