Williams Jones Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Williams Jones 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
2026 Q1	$407K	Hold	7,705	–	–	0.01%	384
2025 Q4	$527K	Hold	7,705	–	–	0.01%	342
2025 Q3	$692K	Sell	7,705 -2,050	-21%	-$184K	0.01%	305
2025 Q2	$828K	Hold	9,755	–	–	0.01%	279
2025 Q1	$636K	Buy	9,755 +1,500	+18%	+$111K	0.01%	301
2024 Q4	$611K	Sell	8,255 -28,087	-77%	-$1.85M	0.01%	314
2024 Q3	$1.84M	Sell	36,342 -2,779	-7%	-$135K	0.02%	203
2024 Q2	$1.88M	Sell	39,121 -7,672	-16%	-$404K	0.02%	199
2024 Q1	$2.67M	Buy	+46,793	New	+$2.06M	0.03%	170

Other funds holding GBTC

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return