Strategic Financial Concepts’s Grayscale Bitcoin Trust GBTC Stock Holding History

Strategic Financial Concepts’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 Q2	–	Sell	-3,597	Closed	-$234K	–	316
2025 Q1	$234K	Sell	3,597 -188	-5%	-$13.9K	0.04%	282
2024 Q4	$280K	Buy	+3,785	New	+$250K	0.05%	255
2024 Q3	–	Sell	-204,447	Closed	-$20.7K	–	413
2024 Q2	$20.7K	Buy	204,447 +200,178	+4,689%	+$10.5M	0.01%	329
2024 Q1	$244K	Buy	+4,269	New	+$188K	0.06%	262

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

MCM

Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Strategic Financial Concepts's GBTC Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 3,597 shares — an estimated $234K sold.

Strategic Financial Concepts first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $280K in Q4 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Strategic Financial Concepts reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 3,597 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $234K.
Strategic Financial Concepts first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
Strategic Financial Concepts's Grayscale Bitcoin Trust position peaked at $280K in Q4 2024.
762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.