Western Pacific Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Western Pacific 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
2025 Q2	–	Sell	-2,500	Closed	-$163K	–	204
2025 Q1	$163K	Buy	2,500 +500	+25%	+$36.9K	0.15%	76
2024 Q4	$148K	Hold	2,000	–	–	0.12%	83
2024 Q3	$101K	Sell	2,000 -214	-10%	-$10.4K	0.07%	122
2024 Q2	$106K	Hold	2,214	–	–	0.08%	90
2024 Q1	$126K	Buy	+2,214	New	+$97.4K	0.09%	82

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

Jane Street New York $1.21T AUM 78.12% 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

ECM

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

MRI

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Western Pacific Wealth Management's GBTC Position: Q2 2025 in Review

Western Pacific Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2025, closing a stake of 2,500 shares — an estimated $163K sold.

Western Pacific Wealth Management first reported a position in GBTC in Q1 2024 and held it in 5 quarters. The position peaked at $163K in Q1 2025. 766 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Western Pacific Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 2,500 Grayscale Bitcoin Trust shares in Q2 2025, an estimated $163K.
Western Pacific Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 5 quarters.
Western Pacific Wealth Management's Grayscale Bitcoin Trust position peaked at $163K in Q1 2025.
766 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Western Pacific Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.