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United Capital Management of KS’s Grayscale Bitcoin Trust GBTC Stock Holding History

United Capital Management of KS’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
-2,250
Closed -$202K – 113
2025
Q3 		$202K Buy
+2,250
New +$202K 0.03% 112
2024
Q3 		– Sell
-5,388
Closed -$259K – 88
2024
Q2 		$259K Sell
5,388
-591
-10% -$31.1K 0.06% 71
2024
Q1 		$341K Buy
+5,979
New +$263K 0.08% 74

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $52B AUM 24.53% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

United Capital Management of KS's GBTC Position: Q4 2025 in Review

United Capital Management of KS sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,250 shares — an estimated $202K sold.

United Capital Management of KS first reported a position in GBTC in Q1 2024 and held it in 3 quarters. The position peaked at $341K in Q1 2024. 736 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • United Capital Management of KS reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • United Capital Management of KS sold 2,250 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $202K.
  • United Capital Management of KS first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • United Capital Management of KS's Grayscale Bitcoin Trust position peaked at $341K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on United Capital Management of KS's 13F filing for Q4 2025, filed 13 Feb 2026.