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Simplify Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Simplify Asset 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
2024
Q4 		– Sell
-34,152
Closed -$1.72M – 105
2024
Q3 		$1.72M Sell
34,152
-9,981
-23% -$486K 0.08% 55
2024
Q2 		$2.12M Buy
44,133
+8,389
+23% +$442K 0.14% 47
2024
Q1 		$2.04M Buy
+35,744
New +$1.57M 0.12% 54

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
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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Simplify Asset Management's GBTC Position: Q4 2024 in Review

Simplify Asset Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 34,152 shares — an estimated $1.72M sold.

Simplify Asset Management first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $2.12M in Q2 2024. 754 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Simplify Asset Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • Simplify Asset Management sold 34,152 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $1.72M.
  • Simplify Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • Simplify Asset Management's Grayscale Bitcoin Trust position peaked at $2.12M in Q2 2024.
  • 754 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Simplify Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.