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West Oak Capital’s Grayscale Bitcoin Trust GBTC Stock Holding History

West Oak Capital’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
-384
Closed -$302 – 285
2025
Q2 		$302 Hold
384
– – 0.01% 193
2025
Q1 		$232 Hold
384
– – 0.01% 211
2024
Q4 		$264K Sell
384
-256
-40% -$16.9K 0.01% 199
2024
Q3 		$180 Buy
640
+286
+81% +$13.9K ﹤0.01% 222
2024
Q2 		$17K Hold
354
– – 0.01% 229
2024
Q1 		$20K Buy
+354
New +$15.6K 0.01% 210

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

West Oak Capital's GBTC Position: Q3 2025 in Review

West Oak Capital sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 384 shares — an estimated $302 sold.

West Oak Capital first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $264K in Q4 2024. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • West Oak Capital reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 384 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $302.
  • West Oak Capital first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • West Oak Capital's Grayscale Bitcoin Trust position peaked at $264K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.