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SVB Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

SVB Wealth’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
Q1 		– Sell
-22,238
Closed -$1.65M – 1590
2024
Q4 		$1.65M Buy
+22,238
New +$1.47M 0.03% 251
2024
Q3 		– Sell
-23,510
Closed -$1.13M – 234
2024
Q2 		$1.13M Hold
23,510
– – 0.03% 297
2024
Q1 		$1.34M Buy
+23,510
New +$1.03M 0.03% 295

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
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

SVB Wealth's GBTC Position: Q1 2025 in Review

SVB Wealth sold out of Grayscale Bitcoin Trust (GBTC) in Q1 2025, closing a stake of 22,238 shares — an estimated $1.65M sold.

SVB Wealth first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $1.65M in Q4 2024. 714 funds tracked by Wall St. Rank hold GBTC as of Q1 2025.

  • SVB Wealth reported no remaining Grayscale Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 22,238 Grayscale Bitcoin Trust shares in Q1 2025, an estimated $1.65M.
  • SVB Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • SVB Wealth's Grayscale Bitcoin Trust position peaked at $1.65M in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.