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

Perennial 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
Q4 		– Sell
-2,497
Closed -$224K – 522
2025
Q3 		$224K Hold
2,497
– – 0.02% 439
2025
Q2 		$212K Buy
+2,497
New +$194K 0.02% 437
2024
Q2 		– Sell
-5,473
Closed -$312K – 383
2024
Q1 		$312K Buy
+5,473
New +$241K 0.05% 252

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Perennial Investment Advisors's GBTC Position: Q4 2025 in Review

Perennial Investment Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,497 shares — an estimated $224K sold.

Perennial Investment Advisors first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $312K in Q1 2024. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Perennial Investment Advisors reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,497 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $224K.
  • Perennial Investment Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • Perennial Investment Advisors's Grayscale Bitcoin Trust position peaked at $312K in Q1 2024.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.