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Watts Gwilliam & Co’s Grayscale Bitcoin Trust GBTC Stock Holding History

Watts Gwilliam & Co’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 		$3.59M Hold
40,000
– – 0.58% 34
2025
Q2 		$3.69M Hold
40,000
– – 0.61% 32
2025
Q1 		$2.61M Sell
40,000
-1,767
-4% -$130K 0.56% 40
2024
Q4 		$3.19M Hold
41,767
– – 0.67% 36
2024
Q3 		$2.07M Buy
+41,767
New +$2.03M 0.45% 42

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Watts Gwilliam & Co's GBTC Position: Q3 2025 in Review

Watts Gwilliam & Co held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2025 at 40,000 shares worth $3.59M. The position accounts for 0.58% of the portfolio, ranked #34.

Watts Gwilliam & Co first reported a position in GBTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.69M in Q2 2025. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Watts Gwilliam & Co held 40,000 shares of Grayscale Bitcoin Trust worth $3.59M as of Q3 2025.
  • Watts Gwilliam & Co left its Grayscale Bitcoin Trust share count unchanged in Q3 2025.
  • Grayscale Bitcoin Trust made up 0.58% of Watts Gwilliam & Co's portfolio in Q3 2025, its #34 holding.
  • Watts Gwilliam & Co first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Grayscale Bitcoin Trust position peaked at $3.69M in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.