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Total Wealth Planning’s Grayscale Bitcoin Trust GBTC Stock Holding History

Total Wealth Planning’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 		– Sell
-4,378
Closed -$250K – 90
2024
Q1 		$250K Buy
+4,378
New +$193K 0.04% 87

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Total Wealth Planning's GBTC Position: Q2 2024 in Review

Total Wealth Planning sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2024, closing a stake of 4,378 shares — an estimated $250K sold.

Total Wealth Planning first reported a position in GBTC in Q1 2024 and held it in 1 quarter. The position peaked at $250K in Q1 2024. 660 funds tracked by Wall St. Rank hold GBTC as of Q2 2024.

  • Total Wealth Planning reported no remaining Grayscale Bitcoin Trust position as of Q2 2024 after selling out during the quarter.
  • Total Wealth Planning sold 4,378 Grayscale Bitcoin Trust shares in Q2 2024, an estimated $250K.
  • Total Wealth Planning first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 1 quarter.
  • Total Wealth Planning's Grayscale Bitcoin Trust position peaked at $250K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2024.

Based on Total Wealth Planning's 13F filing for Q2 2024, filed 2 Aug 2024.