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Robertson Stephens Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Robertson Stephens 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 		– Sell
-4,393
Closed -$373K – 549
2025
Q2 		$373K Buy
4,393
+150
+4% +$11.7K 0.01% 424
2025
Q1 		$277K Hold
4,243
– – 0.01% 467
2024
Q4 		$314K Buy
4,243
+122
+3% +$8.04K 0.01% 457
2024
Q3 		$208K Sell
4,121
-441
-10% -$21.5K 0.01% 600
2024
Q2 		$219K Buy
+4,562
New +$240K 0.01% 466

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Robertson Stephens Wealth Management's GBTC Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 4,393 shares — an estimated $373K sold.

Robertson Stephens Wealth Management first reported a position in GBTC in Q2 2024 and held it in 5 quarters. The position peaked at $373K in Q2 2025. 787 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 4,393 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $373K.
  • Robertson Stephens Wealth Management first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 5 quarters.
  • Robertson Stephens Wealth Management's Grayscale Bitcoin Trust position peaked at $373K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.