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Plan A Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Plan A Wealth’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
-2,507
Closed -$225K – 181
2025
Q3 		$225K Hold
2,507
– – 0.11% 142
2025
Q2 		$213K Buy
+2,507
New +$195K 0.12% 134

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 $2.74B AUM 36.19% 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

Plan A Wealth's GBTC Position: Q4 2025 in Review

Plan A Wealth sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,507 shares — an estimated $225K sold.

Plan A Wealth first reported a position in GBTC in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 737 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Plan A Wealth reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Plan A Wealth sold 2,507 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $225K.
  • Plan A Wealth first reported a position in Grayscale Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Plan A Wealth's Grayscale Bitcoin Trust position peaked at $225K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.