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SFMG Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

SFMG Wealth 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
Q3 		– Sell
-5,382
Closed -$457K – 310
2025
Q2 		$457K Hold
5,382
– – 0.03% 163
2025
Q1 		$351K Sell
5,382
-681
-11% -$50.2K 0.03% 180
2024
Q4 		$449K Hold
6,063
– – 0.04% 159
2024
Q3 		$306K Sell
6,063
-732
-11% -$35.6K 0.02% 200
2024
Q2 		$327K Sell
6,795
-2,300
-25% -$121K 0.03% 182
2024
Q1 		$519K Buy
+9,095
New +$400K 0.04% 140

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 $2.74B AUM 36.19% 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

SFMG Wealth Advisors's GBTC Position: Q3 2025 in Review

SFMG Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 5,382 shares — an estimated $457K sold.

SFMG Wealth Advisors first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $519K in Q1 2024. 785 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • SFMG Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 5,382 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $457K.
  • SFMG Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • SFMG Wealth Advisors's Grayscale Bitcoin Trust position peaked at $519K in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on SFMG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.