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Spectrum Wealth Counsel’s Grayscale Bitcoin Trust GBTC Stock Holding History

Spectrum Wealth Counsel’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
-3,040
Closed -$154K – 375
2024
Q3 		$154K Sell
3,040
-325
-10% -$15.8K 0.02% 124
2024
Q2 		$162K Sell
3,365
-1,305
-28% -$68.7K 0.02% 129
2024
Q1 		$267K Buy
+4,670
New +$205K 0.03% 127

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Spectrum Wealth Counsel's GBTC Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 3,040 shares — an estimated $154K sold.

Spectrum Wealth Counsel first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $267K in Q1 2024. 753 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 3,040 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $154K.
  • Spectrum Wealth Counsel first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • Spectrum Wealth Counsel's Grayscale Bitcoin Trust position peaked at $267K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.