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SWP Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

SWP Financial’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
Q4 		– Sell
-2,895
Closed -$260K – 74
2025
Q3 		$260K Hold
2,895
– – 0.13% 64
2025
Q2 		$246K Buy
+2,895
New +$225K 0.13% 65
2025
Q1 		– Sell
-2,895
Closed -$214K – 66
2024
Q4 		$214K Buy
+2,895
New +$191K 0.13% 66

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SWP Financial's GBTC Position: Q4 2025 in Review

SWP Financial sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,895 shares — an estimated $260K sold.

SWP Financial first reported a position in GBTC in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q3 2025. 734 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • SWP Financial reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • SWP Financial sold 2,895 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $260K.
  • SWP Financial first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • SWP Financial's Grayscale Bitcoin Trust position peaked at $260K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on SWP Financial's 13F filing for Q4 2025, filed 16 Jan 2026.