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Simplicity Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

Simplicity 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
2024
Q3 		– Sell
-65,357
Closed -$3.14M – 758
2024
Q2 		$3.14M Sell
65,357
-18,199
-22% -$958K 0.07% 261
2024
Q1 		$4.77M Buy
+83,556
New +$3.68M 0.11% 180

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

Simplicity Wealth's GBTC Position: Q3 2024 in Review

Simplicity Wealth sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2024, closing a stake of 65,357 shares — an estimated $3.14M sold.

Simplicity Wealth first reported a position in GBTC in Q1 2024 and held it in 2 quarters. The position peaked at $4.77M in Q1 2024. 619 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • Simplicity Wealth reported no remaining Grayscale Bitcoin Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 65,357 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $3.14M.
  • Simplicity Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Grayscale Bitcoin Trust position peaked at $4.77M in Q1 2024.
  • 619 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.