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Vestia Personal Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Vestia Personal Wealth Advisors’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
-2,651
Closed -$238K – 100
2025
Q3 		$238K Hold
2,651
– – 0.14% 88
2025
Q2 		$225K Buy
+2,651
New +$206K 0.15% 89
2025
Q1 		– Sell
-2,777
Closed -$206K – 96
2024
Q4 		$206K Buy
+2,777
New +$183K 0.17% 89

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Vestia Personal Wealth Advisors's GBTC Position: Q4 2025 in Review

Vestia Personal Wealth Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,651 shares — an estimated $238K sold.

Vestia Personal Wealth Advisors first reported a position in GBTC in Q4 2024 and held it in 3 quarters. The position peaked at $238K in Q3 2025. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Vestia Personal Wealth Advisors reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Vestia Personal Wealth Advisors sold 2,651 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $238K.
  • Vestia Personal Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • Vestia Personal Wealth Advisors's Grayscale Bitcoin Trust position peaked at $238K in Q3 2025.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Vestia Personal Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.