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Sound View Wealth Advisors Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Sound View Wealth Advisors Group’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 		– Sell
-2,870
Closed -$258K – 427
2025
Q3 		$258K Buy
+2,870
New +$258K 0.02% 373

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Susquehanna International Group
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ML
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MRI
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Wealthfront Advisers
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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

Sound View Wealth Advisors Group's GBTC Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,870 shares — an estimated $258K sold.

Sound View Wealth Advisors Group first reported a position in GBTC in Q3 2025 and held it in 1 quarter. The position peaked at $258K in Q3 2025. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,870 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $258K.
  • Sound View Wealth Advisors Group first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Grayscale Bitcoin Trust position peaked at $258K in Q3 2025.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.