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Summit Global Investments’s Grayscale Bitcoin Trust GBTC Stock Holding History

Summit Global Investments’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
-26,413
Closed -$1.33M – 572
2024
Q3 		$1.33M Sell
26,413
-9,582
-27% -$466K 0.09% 194
2024
Q2 		$1.73M Hold
35,995
– – 0.12% 141
2024
Q1 		$2.05M Buy
+35,995
New +$1.58M 0.15% 115

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 $2.75B AUM 36.11% 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

Summit Global Investments's GBTC Position: Q4 2024 in Review

Summit Global Investments sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2024, closing a stake of 26,413 shares — an estimated $1.33M sold.

Summit Global Investments first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $2.05M in Q1 2024. 757 funds tracked by Wall St. Rank hold GBTC as of Q4 2024.

  • Summit Global Investments reported no remaining Grayscale Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 26,413 Grayscale Bitcoin Trust shares in Q4 2024, an estimated $1.33M.
  • Summit Global Investments first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • Summit Global Investments's Grayscale Bitcoin Trust position peaked at $2.05M in Q1 2024.
  • 757 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.