Walkner Condon Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Walkner Condon Financial 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 Q3	–	Sell	-2,588	Closed	-$220K	–	302
2025 Q2	$220K	Buy	+2,588	New	+$201K	0.04%	260
2025 Q1	–	Sell	-2,908	Closed	-$215K	–	281
2024 Q4	$215K	Buy	+2,908	New	+$192K	0.04%	258
2024 Q3	–	Sell	-4,310	Closed	-$207K	–	272
2024 Q2	$207K	Sell	4,310 -4,760	-52%	-$251K	0.04%	246
2024 Q1	$518K	Buy	+9,070	New	+$399K	0.11%	147

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

MCM

Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Walkner Condon Financial Advisors's GBTC Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 2,588 shares — an estimated $220K sold.

Walkner Condon Financial Advisors first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $518K in Q1 2024. 787 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

Walkner Condon Financial Advisors reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 2,588 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $220K.
Walkner Condon Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
Walkner Condon Financial Advisors's Grayscale Bitcoin Trust position peaked at $518K in Q1 2024.
787 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.