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Williams Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Williams Financial’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
Q4 		– Sell
-2,307
Closed -$207K – 27
2025
Q3 		$207K Buy
+2,307
New +$208K 0.21% 17

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GWM
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Susquehanna International Group
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ML
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MRI
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Wealthfront Advisers
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ECM
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Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Williams Financial's GBTC Position: Q4 2025 in Review

Williams Financial sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,307 shares — an estimated $207K sold.

Williams Financial first reported a position in GBTC in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 735 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Williams Financial reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Williams Financial sold 2,307 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $207K.
  • Williams Financial first reported a position in Grayscale Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • Williams Financial's Grayscale Bitcoin Trust position peaked at $207K in Q3 2025.
  • 735 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Williams Financial's 13F filing for Q4 2025, filed 2 Feb 2026.