WLPWM
GBTC icon

Walled Lake Planning & Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Walled Lake Planning & Wealth Management’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
2026
Q1 		– Sell
-4,337
Closed -$296K – 142
2025
Q4 		$296K Buy
4,337
+125
+3% +$9.8K 0.09% 106
2025
Q3 		$378K Sell
4,212
-4,194
-50% -$377K 0.12% 92
2025
Q2 		$713K Hold
8,406
– – 0.23% 54
2025
Q1 		$548K Hold
8,406
– – 0.19% 64
2024
Q4 		$622K Buy
8,406
+106
+1% +$6.99K 0.23% 61
2024
Q3 		$419K Sell
8,300
-192
-2% -$9.35K 0.16% 76
2024
Q2 		$408K Hold
8,492
– – 0.17% 71
2024
Q1 		$485K Buy
+8,492
New +$374K 0.2% 57

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 $376B 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
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return