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Unique Wealth Strategies’s Grayscale Bitcoin Trust GBTC Stock Holding History

Unique Wealth Strategies’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
-2,620
Closed -$235K – 236
2025
Q3 		$235K Sell
2,620
-28
-1% -$2.52K 0.09% 198
2025
Q2 		$225K Buy
+2,648
New +$206K 0.09% 191
2024
Q3 		– Sell
-3,391
Closed -$193K – 387
2024
Q2 		$193K Buy
+3,391
New +$179K 0.09% 176

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 $278M AUM 32.21% 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

Unique Wealth Strategies's GBTC Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,620 shares — an estimated $235K sold.

Unique Wealth Strategies first reported a position in GBTC in Q2 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2025. 734 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Unique Wealth Strategies reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,620 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $235K.
  • Unique Wealth Strategies first reported a position in Grayscale Bitcoin Trust in Q2 2024 and held it in 3 quarters.
  • Unique Wealth Strategies's Grayscale Bitcoin Trust position peaked at $235K in Q3 2025.
  • 734 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.