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VitalStone Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

VitalStone 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
2024
Q3 		$1.01M Sell
19,909
-2,092
-10% -$102K 0.68% 34
2024
Q2 		$1.06M Sell
22,001
-1,090
-5% -$57.4K 0.77% 26
2024
Q1 		$1.32M Buy
+23,091
New +$1.02M 1.01% 24

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

VitalStone Financial's GBTC Position: Q3 2024 in Review

VitalStone Financial reduced its Grayscale Bitcoin Trust (GBTC) stake by 9.5% in Q3 2024, selling an estimated $102K and leaving 19,909 shares worth $1.01M. The position accounts for 0.68% of the portfolio, ranked #34.

VitalStone Financial first reported a position in GBTC in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.32M in Q1 2024. 617 funds tracked by Wall St. Rank hold GBTC as of Q3 2024.

  • VitalStone Financial held 19,909 shares of Grayscale Bitcoin Trust worth $1.01M as of Q3 2024.
  • VitalStone Financial sold 2,092 Grayscale Bitcoin Trust shares in Q3 2024, an estimated $102K.
  • Grayscale Bitcoin Trust made up 0.68% of VitalStone Financial's portfolio in Q3 2024, its #34 holding.
  • VitalStone Financial first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • VitalStone Financial's Grayscale Bitcoin Trust position peaked at $1.32M in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.