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Spotlight Asset Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Spotlight Asset 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
2024
Q2 		$325K Hold
6,753
– – 0.23% 64
2024
Q1 		$385K Buy
+6,753
New +$297K 0.28% 54

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Millennium Management
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MCM
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LPL Financial
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BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Spotlight Asset Group's GBTC Position: Q2 2024 in Review

Spotlight Asset Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2024 at 6,753 shares worth $325K. The position accounts for 0.23% of the portfolio, ranked #64.

Spotlight Asset Group first reported a position in GBTC in Q1 2024 and has held it in 2 quarters since. The position peaked at $385K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Spotlight Asset Group held 6,753 shares of Grayscale Bitcoin Trust worth $325K as of Q2 2024.
  • Spotlight Asset Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2024.
  • Grayscale Bitcoin Trust made up 0.23% of Spotlight Asset Group's portfolio in Q2 2024, its #64 holding.
  • Spotlight Asset Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 2 quarters since.
  • Spotlight Asset Group's Grayscale Bitcoin Trust position peaked at $385K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.