WTFG
GBTC icon

Wood Tarver Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-321
Closed -$27K – 326
2025
Q2 		$27K Hold
321
– – 0.01% 331
2025
Q1 		$20.9K Hold
321
– – 0.01% 344
2024
Q4 		$23K Buy
+321
New +$21.2K 0.01% 337

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Wood Tarver Financial Group's GBTC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 321 shares — an estimated $27K sold.

Wood Tarver Financial Group first reported a position in GBTC in Q4 2024 and held it in 3 quarters. The position peaked at $27K in Q2 2025. 787 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 321 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $27K.
  • Wood Tarver Financial Group first reported a position in Grayscale Bitcoin Trust in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Grayscale Bitcoin Trust position peaked at $27K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.