Purchases and Sales Made in Q2 2025 in Grayscale Bitcoin Trust (Btc) (GBTC)
This table provides information about the institutional ownership of Grayscale Bitcoin Trust (Btc) (GBTC) during Q2 2025. The information is specifically focused on institutions that hold shares of Grayscale Bitcoin Trust (BTC).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
845+ 4.19% |
$51.2K - $74.1K
|
21K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
838+ 63.58% |
$50.8K - $73.5K
|
2.16K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
820+ 431.58% |
$49.7K - $71.9K
|
1.01K
$90.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
706+ 15.12% |
$42.8K - $61.9K
|
5.38K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
669+ 13.84% |
$40.5K - $58.7K
|
5.5K
$494K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
604+ 3.91% |
$36.6K - $53K
|
16K
$1.44M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
586+ 5.63% |
$35.5K - $51.4K
|
11K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
580+ 1.08% |
$35.2K - $50.9K
|
54.3K
$4.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
555+ 1.71% |
$33.6K - $48.7K
|
33K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
503+ 2.51% |
$30.5K - $44.1K
|
20.5K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
500+ 8.24% |
$30.3K - $43.9K
|
6.57K
$589K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
496+ 9.82% |
$30.1K - $43.5K
|
5.55K
$498K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
496New |
$30.1K - $43.5K
|
496
$44.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
460+ 8.5% |
$27.9K - $40.4K
|
5.87K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
456+ 17.9% |
$27.6K - $40K
|
3K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
450+ 1.59% |
$27.3K - $39.5K
|
28.8K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
420+ 3.89% |
$25.5K - $36.8K
|
11.2K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
420+ 1.05% |
$25.5K - $36.8K
|
40.6K
$3.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
414+ 2.11% |
$25.1K - $36.3K
|
20.1K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
400+ 57.31% |
$24.2K - $35.1K
|
1.1K
$98.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
400+ 0.92% |
$24.2K - $35.1K
|
43.9K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
388New |
$23.5K - $34K
|
388
$34.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
373+ 3.08% |
$22.6K - $32.7K
|
12.5K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
360+ 5.67% |
$21.8K - $31.6K
|
6.71K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
332+ 4.2% |
$20.1K - $29.1K
|
8.23K
$739K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
315+ 17.36% |
$19.1K - $27.6K
|
2.13K
$191K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
300+ 41.38% |
$18.2K - $26.3K
|
1.03K
$92K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
289+ 5.08% |
$17.5K - $25.4K
|
5.97K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
277+ 2.52% |
$16.8K - $24.3K
|
11.2K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
251New |
$15.2K - $22K
|
251
$22.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
221+ 8.04% |
$13.4K - $19.4K
|
2.97K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
200+ 0.48% |
$12.1K - $17.5K
|
41.5K
$3.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
174+ 8.9% |
$10.5K - $15.3K
|
2.13K
$191K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
170+ 3.37% |
$10.3K - $14.9K
|
5.22K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
158+ 0.28% |
$9.58K - $13.9K
|
56.1K
$5.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
157+ 1.37% |
$9.52K - $13.8K
|
11.6K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
155+ 1.17% |
$9.39K - $13.6K
|
13.4K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
155+ 36.9% |
$9.39K - $13.6K
|
575
$51.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
150+ 3.54% |
$9.09K - $13.2K
|
4.39K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
149New |
$9.03K - $13.1K
|
149
$13.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
141New |
$8.55K - $12.4K
|
141
$12.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
140New |
$8.49K - $12.3K
|
140
$12.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
130+ 1.47% |
$7.88K - $11.4K
|
8.95K
$804K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
126+ 3.57% |
$7.64K - $11.1K
|
3.66K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
125+ 2.15% |
$7.58K - $11K
|
5.94K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125+ 5.53% |
$7.58K - $11K
|
2.39K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
118+ 1.52% |
$7.15K - $10.4K
|
7.87K
$707K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
113+ 0.57% |
$6.85K - $9.91K
|
20.1K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
111+ 2.12% |
$6.73K - $9.74K
|
5.36K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
110+ 1.22% |
$6.67K - $9.65K
|
9.15K
$821K
|