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WFA Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

WFA Asset 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
Q3 		$9.19K Hold
182
– – 0.01% 164
2025
Q2 		$9.69K Hold
182
– – 0.01% 164
2025
Q1 		$11.5K Hold
182
– – 0.01% 182
2024
Q4 		$13.5K Hold
182
– – 0.01% 171
2024
Q3 		$9.19K Sell
182
-19
-9% -$925 0.01% 165
2024
Q2 		$9.69K Hold
201
– – 0.01% 165
2024
Q1 		$11.5K Buy
+201
New +$8.85K 0.01% 183

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

WFA Asset Management's GBTC Position: Q3 2025 in Review

WFA Asset Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2025 at 182 shares worth $9.19K. The position accounts for 0.01% of the portfolio, ranked #164.

WFA Asset Management first reported a position in GBTC in Q1 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q4 2024. 782 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • WFA Asset Management held 182 shares of Grayscale Bitcoin Trust worth $9.19K as of Q3 2025.
  • WFA Asset Management left its Grayscale Bitcoin Trust share count unchanged in Q3 2025.
  • Grayscale Bitcoin Trust made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #164 holding.
  • WFA Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • WFA Asset Management's Grayscale Bitcoin Trust position peaked at $13.5K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.