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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$828K Hold
9,755
0.01% 279
2025
Q1
$636K Buy
9,755
+1,500
+18% +$97.8K 0.01% 301
2024
Q4
$611K Sell
8,255
-28,087
-77% -$2.08M 0.01% 314
2024
Q3
$1.84M Sell
36,342
-2,779
-7% -$140K 0.02% 203
2024
Q2
$1.88M Sell
39,121
-7,672
-16% -$369K 0.02% 199
2024
Q1
$2.67M Sell
46,793
-553
-1% -$31.6K 0.03% 170
2023
Q4
$1.48M Hold
47,346
0.02% 222
2023
Q3
$821K Hold
47,346
0.01% 269
2023
Q2
$821K Buy
47,346
+8,911
+23% +$154K 0.01% 276
2023
Q1
$568K Sell
38,435
-83
-0.2% -$1.23K 0.01% 345
2022
Q4
$288K Buy
38,518
+9,145
+31% +$68.5K ﹤0.01% 449
2022
Q3
$303K Buy
29,373
+12,002
+69% +$124K 0.01% 440
2022
Q2
$189K Sell
17,371
-10,225
-37% -$111K ﹤0.01% 528
2022
Q1
$761K Buy
27,596
+6,881
+33% +$190K 0.01% 297
2021
Q4
$641K Sell
20,715
-7
-0% -$217 0.01% 295
2021
Q3
$634K Buy
20,722
+1,749
+9% +$53.5K 0.01% 296
2021
Q2
$511K Sell
18,973
-164,496
-90% -$4.43M 0.01% 317
2021
Q1
$8.29M Buy
183,469
+41,651
+29% +$1.88M 0.13% 99
2020
Q4
$4.1M Buy
+141,818
New +$4.1M 0.07% 140