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

Prosperity 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
Q4 		$2.43M Buy
35,492
+9,404
+36% +$737K 0.81% 22
2025
Q3 		$2.34M Buy
26,088
+3,902
+18% +$351K 0.79% 23
2025
Q2 		$1.88M Buy
22,186
+8,275
+59% +$643K 0.7% 28
2025
Q1 		$907K Buy
13,911
+10,743
+339% +$792K 0.43% 50
2024
Q4 		$234K Buy
+3,168
New +$209K 0.1% 177

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Prosperity Wealth Management's GBTC Position: Q4 2025 in Review

Prosperity Wealth Management increased its Grayscale Bitcoin Trust (GBTC) stake by 36% in Q4 2025, buying an estimated $737K and bringing the position to 35,492 shares worth $2.43M. The position accounts for 0.81% of the portfolio, ranked #22.

Prosperity Wealth Management first reported a position in GBTC in Q4 2024 and has held it in 5 quarters since. 734 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Prosperity Wealth Management held 35,492 shares of Grayscale Bitcoin Trust worth $2.43M as of Q4 2025.
  • Prosperity Wealth Management bought 9,404 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $737K.
  • Grayscale Bitcoin Trust made up 0.81% of Prosperity Wealth Management's portfolio in Q4 2025, its #22 holding.
  • Prosperity Wealth Management first reported a position in Grayscale Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • 734 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.