HoldingsChannel.com
Funds Holding GBTC

On this page, we present all of the funds holding GBTC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding GBTC, with a link to that fund's top holdings. The next columns indicate the amount of GBTC stock held by each of the funds holding GBTC, followed by the GBTC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 206 funds holding GBTC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Horizon Kinetics Asset Management LLC. For more details on the positions held by Horizon Kinetics Asset Management LLC (or by any of the other funds holding GBTC), click the fund name in the "Holder" column of the funds-holding-GBTC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Horizon Kinetics Asset Management LLC $546,046 12/31/2023
     GBTC15,604,708$540,235 12/31/2023
     TRUST BCH1,378,731$5,811 12/31/2023
Sloy Dahl & Holst LLC521,747$32,959 03/31/2024
     GBTC521,747$32,959 03/31/2024
Mad River Investors399,725$25,251 03/31/2024
     GBTC399,725$25,251 03/31/2024
Global Assets Advisory LLC349,514$22,079 03/31/2024
     GBTC349,514$22,079 03/31/2024
Cambridge Investment Research Advisors Inc.341,473$21,571 03/31/2024
     GBTC341,473$21,571 03/31/2024
Kingswood Wealth Advisors LLC $19,279 03/31/2024
     GBTC296,220$18,712 03/31/2024
     COMMON STOCK33,984$567 03/31/2024
Wealth Enhancement Advisory Services LLC193,292$12,210 03/31/2024
     GBTC193,292$12,210 03/31/2024
Sapient Capital LLC187,718$11,858 03/31/2024
     GBTC187,718$11,858 03/31/2024
Brookstone Capital Management133,533$8,435 03/31/2024
     GBTC133,533$8,435 03/31/2024
Fielder Capital Group LLC130,756$8,260 03/31/2024
     GBTC130,756$8,260 03/31/2024
Claro Advisors LLC111,927$7,070 03/31/2024
     GBTC111,927$7,070 03/31/2024
Legacy Wealth Asset Management LLC104,705$6,614 03/31/2024
     GBTC104,705$6,614 03/31/2024
MONECO Advisors LLC104,630$6,609 03/31/2024
     GBTC104,630$6,609 03/31/2024
Zhang Financial LLC84,907$5,364 03/31/2024
     GBTC84,907$5,364 03/31/2024
Simplicity Wealth LLC75,480$4,768 03/31/2024
     GBTC75,480$4,768 03/31/2024
Guild Investment Management Inc.68,400$4,321 03/31/2024
     GBTC68,400$4,321 03/31/2024
Epiq Partners LLC59,250$3,743 03/31/2024
     GBTC59,250$3,743 03/31/2024
Fiduciary Alliance LLC53,279$3,313 03/31/2024
     GBTC53,279$3,313 03/31/2024
Cyndeo Wealth Partners LLC51,411$3,248 03/31/2024
     GBTC51,411$3,248 03/31/2024
Brown Advisory Inc.48,481$3,063 03/31/2024
     GBTC48,481$3,063 03/31/2024
Compass Ion Advisors LLC47,181$2,980 03/31/2024
     GBTC47,181$2,980 03/31/2024
Pettinga Financial Advisors LLC43,074$2,721 03/31/2024
     GBTC43,074$2,721 03/31/2024
Global Retirement Partners LLC39,823$2,516 03/31/2024
     GBTC39,823$2,516 03/31/2024
Benedetti & Gucer Inc.71,878$2,488 12/31/2023
     GBTC71,878$2,488 12/31/2023
Financial Management Professionals Inc.35,929$2,270 03/31/2024
     GBTC35,929$2,270 03/31/2024
McKinley Carter Wealth Services Inc.33,273$2,102 03/31/2024
     GBTC33,273$2,102 03/31/2024
CRA Financial Services LLC32,503$2,053 03/31/2024
     GBTC32,503$2,053 03/31/2024
Grimes & Company Inc.31,722$2,004 03/31/2024
     GBTC31,722$2,004 03/31/2024
Raymond James & Associates29,146$1,841 03/31/2024
     GBTC29,146$1,841 03/31/2024
Verdence Capital Advisors LLC27,452$1,734 03/31/2024
     GBTC27,452$1,734 03/31/2024
SJS Investment Consulting Inc.27,153$1,715 03/31/2024
     GBTC27,153$1,715 03/31/2024
Kennicott Capital Management LLC27,117$1,713 03/31/2024
     GBTC27,117$1,713 03/31/2024
PFG Investments LLC26,441$1,670 03/31/2024
     GBTC26,441$1,670 03/31/2024
Raymond James Financial Services Advisors Inc.23,831$1,505 03/31/2024
     GBTC23,831$1,505 03/31/2024
Aurora Private Wealth Inc.24,058$1,496 03/31/2024
     GBTC24,058$1,496 03/31/2024
Tsfg LLC23,566$1,489 03/31/2024
     GBTC23,566$1,489 03/31/2024
Williams Jones Wealth Management LLC.42,770$1,481 12/31/2023
     GBTC42,770$1,481 12/31/2023
Meridian Wealth Management LLC22,889$1,446 03/31/2024
     GBTC22,889$1,446 03/31/2024
Berger Financial Group Inc21,934$1,386 03/31/2024
     GBTC21,934$1,386 03/31/2024
Pachira Investments Inc.21,778$1,376 03/31/2024
     GBTC21,778$1,376 03/31/2024
Arlington Capital Management Inc.21,499$1,358 03/31/2024
     GBTC21,499$1,358 03/31/2024
Pallas Capital Advisors LLC21,232$1,341 03/31/2024
     GBTC21,232$1,341 03/31/2024
Newbridge Financial Services Group Inc.21,210$1,340 03/31/2024
     GBTC21,210$1,340 03/31/2024
Sharper & Granite LLC22,300$1,338 03/31/2024
     GBTC22,300$1,338 03/31/2024
Stratos Wealth Partners LTD.20,820$1,315 03/31/2024
     GBTC20,820$1,315 03/31/2024
Finer Wealth Management Inc.19,021$1,202 03/31/2024
     GBTC19,021$1,202 03/31/2024
Dakota Wealth Management17,259$1,090 03/31/2024
     GBTC17,259$1,090 03/31/2024
Upper Left Wealth Management LLC16,724$1,056 03/31/2024
     GBTC16,724$1,056 03/31/2024
Pinnacle Associates Ltd.15,955$1,008 03/31/2024
     GBTC15,955$1,008 03/31/2024
Eudaimonia Advisors LLC15,642$988 03/31/2024
     GBTC15,642$988 03/31/2024
Childress Capital Advisors LLC15,614$986 03/31/2024
     GBTC15,614$986 03/31/2024
Canton Hathaway LLC27,200$942 12/31/2023
     GBTC27,200$942 12/31/2023
Ritholtz Wealth Management14,776$933 03/31/2024
     GBTC14,776$933 03/31/2024
OneAscent Financial Services LLC14,201$897 03/31/2024
     GBTC14,201$897 03/31/2024
Deltec Asset Management LLC14,150$894 03/31/2024
     GBTC14,150$894 03/31/2024
Strategies Wealth Advisors LLC13,788$871 03/31/2024
     GBTC13,788$871 03/31/2024
Doliver Advisors LP13,571$857 03/31/2024
     GBTC13,571$857 03/31/2024
Traynor Capital Management Inc.12,855$812 03/31/2024
     GBTC12,855$812 03/31/2024
Boston Private Wealth LLC22,238$770 12/31/2023
     GBTC22,238$770 12/31/2023
Capital Performance Advisors LLP10,897$688 03/31/2024
     GBTC10,897$688 03/31/2024
Next Capital Management LLC19,359$670 12/31/2023
     GBTC19,359$670 12/31/2023
Valeo Financial Advisors LLC10,516$664 03/31/2024
     GBTC10,516$664 03/31/2024
Zimmermann Investment Management & Planning LLC10,455$660 03/31/2024
     GBTC10,455$660 03/31/2024
Mesirow Financial Investment Management Inc.10,233$646 03/31/2024
     GBTC10,233$646 03/31/2024
Johnson & White Wealth Management LLC9,810$620 03/31/2024
     GBTC9,810$620 03/31/2024
Garde Capital Inc.17,403$602 12/31/2023
     GBTC17,403$602 12/31/2023
Tradition Wealth Management LLC17,231$597 12/31/2023
     GBTC17,231$597 12/31/2023
KLR Investment Advisors LLC10,000$593 03/31/2024
     GBTC10,000$593 03/31/2024
BCS Wealth Management9,196$581 03/31/2024
     GBTC9,196$581 03/31/2024
Cypress Wealth Services LLC8,869$560 03/31/2024
     GBTC8,869$560 03/31/2024
Horrell Capital Management Inc.8,726$551 03/31/2024
     GBTC8,726$551 03/31/2024
Main Street Financial Solutions LLC8,453$534 03/31/2024
     GBTC8,453$534 03/31/2024
Ancora Advisors LLC15,270$529 12/31/2023
     GBTC15,270$529 12/31/2023
Aristides Capital LLC15,090$522 12/31/2023
     GBTC15,090$522 12/31/2023
Walkner Condon Financial Advisors LLC8,193$518 03/31/2024
     GBTC8,193$518 03/31/2024
Kathmere Capital Management LLC8,141$514 03/31/2024
     GBTC8,141$514 03/31/2024
Panoramic Investment Advisors LLC8,048$508 03/31/2024
     GBTC8,048$508 03/31/2024
N.E.W. Advisory Services LLC7,919$500 03/31/2024
     GBTC7,919$500 03/31/2024
Signature Securities Group Corporation7,783$492 03/31/2024
     GBTC7,783$492 03/31/2024
Stewardship Advisors LLC7,529$476 03/31/2024
     GBTC7,529$476 03/31/2024
Carret Asset Management LLC7,388$467 03/31/2024
     GBTC7,388$467 03/31/2024
Park Avenue Securities LLC7,328$463 03/31/2024
     GBTC7,328$463 03/31/2024
Essex Financial Services Inc.7,157$452 03/31/2024
     GBTC7,157$452 03/31/2024
Bank of New York Mellon Corp7,108$449 03/31/2024
     GBTC7,108$449 03/31/2024
Mirador Capital Partners LP7,113$449 03/31/2024
     GBTC7,113$449 03/31/2024
Stratos Wealth Advisors LLC7,027$444 03/31/2024
     GBTC7,027$444 03/31/2024
Sinecera Capital LLC6,806$430 03/31/2024
     GBTC6,806$430 03/31/2024
SNS Financial Group LLC6,278$397 03/31/2024
     GBTC6,278$397 03/31/2024
Mcdonald Partners LLC6,230$394 03/31/2024
     GBTC6,230$394 03/31/2024
Priebe Wealth Holdings LLC6,230$394 03/31/2024
     GBTC6,230$394 03/31/2024
Channel Wealth LLC6,150$388 03/31/2024
     GBTC6,150$388 03/31/2024
Edge Wealth Management LLC5,988$378 03/31/2024
     GBTC5,988$378 03/31/2024
Flagship Harbor Advisors LLC5,969$377 03/31/2024
     GBTC5,969$377 03/31/2024
Synergy Financial Management LLC5,960$376 03/31/2024
     GBTC5,960$376 03/31/2024
SeaCrest Wealth Management LLC5,865$370 03/31/2024
     GBTC5,865$370 03/31/2024
Chicago Partners Investment Group LLC6,182$366 03/31/2024
     GBTC6,182$366 03/31/2024
Revisor Wealth Management LLC5,552$351 03/31/2024
     GBTC5,552$351 03/31/2024
United Capital Management of KS Inc.5,401$341 03/31/2024
     GBTC5,401$341 03/31/2024
Wallington Asset Management LLC5,325$336 03/31/2024
     GBTC5,325$336 03/31/2024
DeDora Capital Inc.5,201$329 03/31/2024
     GBTC5,201$329 03/31/2024
Graybill Bartz & Assoc Ltd.5,000$316 03/31/2024
     GBTC5,000$316 03/31/2024
Jeppson Wealth Management LLC4,839$306 03/31/2024
     GBTC4,839$306 03/31/2024
Sterling Investment Counsel LLC4,823$305 03/31/2024
     GBTC4,823$305 03/31/2024
Miracle Mile Advisors LLC4,798$303 03/31/2024
     GBTC4,798$303 03/31/2024
Schnieders Capital Management LLC4,750$300 03/31/2024
     GBTC4,750$300 03/31/2024
Inscription Capital LLC4,866$299 03/31/2024
     GBTC4,866$299 03/31/2024
Steel Peak Wealth Management LLC4,543$287 03/31/2024
     GBTC4,543$287 03/31/2024
Allworth Financial LP4,523$286 03/31/2024
     GBTC4,523$286 03/31/2024
Nicholas Hoffman & Company LLC.4,467$282 03/31/2024
     GBTC4,467$282 03/31/2024
Summit Financial LLC4,386$277 03/31/2024
     GBTC4,386$277 03/31/2024
Cornerstone Wealth Group LLC4,364$276 03/31/2024
     GBTC4,364$276 03/31/2024
Clear Creek Financial Management LLC4,357$275 03/31/2024
     GBTC4,357$275 03/31/2024
Trilogy Capital Inc.4,300$272 03/31/2024
     GBTC4,300$272 03/31/2024
SignalPoint Asset Management LLC4,257$269 03/31/2024
     GBTC4,257$269 03/31/2024
Mountain Capital Investment Advisors Inc4,364$268 03/31/2024
     GBTC4,364$268 03/31/2024
Ellsworth Advisors LLC4,500$268 03/31/2024
     GBTC4,500$268 03/31/2024
Carmichael Hill & Associates Inc.4,223$267 03/31/2024
     GBTC4,223$267 03/31/2024
Opal Wealth Advisors LLC4,145$262 03/31/2024
     GBTC4,145$262 03/31/2024
AdvisorNet Financial Inc4,129$261 03/31/2024
     GBTC4,129$261 03/31/2024
Alpha Cubed Investments LLC4,116$260 03/31/2024
     GBTC4,116$260 03/31/2024
SlateStone Wealth LLC4,113$260 03/31/2024
     GBTC4,113$260 03/31/2024
E&G Advisors LP4,050$256 03/31/2024
     GBTC4,050$256 03/31/2024
Marshall & Sullivan Inc. WA4,040$255 03/31/2024
     GBTC4,040$255 03/31/2024
Level Financial Advisors Inc.4,041$255 03/31/2024
     GBTC4,041$255 03/31/2024
Sunbelt Securities Inc.3,972$251 03/31/2024
     GBTC3,972$251 03/31/2024
Henrickson Nauta Wealth Advisors Inc.4,013$251 03/31/2024
     GBTC4,013$251 03/31/2024
Total Wealth Planning LLC3,955$250 03/31/2024
     GBTC3,955$250 03/31/2024
Eudaimonia Partners LLC3,936$249 03/31/2024
     GBTC3,936$249 03/31/2024
Strategic Financial Concepts LLC3,856$244 03/31/2024
     GBTC3,856$244 03/31/2024
Enterprise Bank & Trust Co3,700$243 03/31/2024
     GBTC3,700$243 03/31/2024
Financial Security Advisor Inc.3,777$239 03/31/2024
     GBTC3,777$239 03/31/2024
Horizon Wealth Management LLC3,772$238 03/31/2024
     GBTC3,772$238 03/31/2024
International Assets Investment Management LLC3,830$238 03/31/2024
     GBTC3,830$238 03/31/2024
McAdam LLC3,732$236 03/31/2024
     GBTC3,732$236 03/31/2024
Smith Anglin Financial LLC3,721$235 03/31/2024
     GBTC3,721$235 03/31/2024
Sanders Morris Harris LLC3,567$225 03/31/2024
     GBTC3,567$225 03/31/2024
Total Investment Management Inc.3,567$225 03/31/2024
     GBTC3,567$225 03/31/2024
TAP Consulting LLC3,550$224 03/31/2024
     GBTC3,550$224 03/31/2024
Sentry LLC3,531$223 03/31/2024
     GBTC3,531$223 03/31/2024
Sovereign Financial Group Inc.3,395$214 03/31/2024
     GBTC3,395$214 03/31/2024
Capital Investment Advisory Services LLC3,359$212 03/31/2024
     GBTC3,359$212 03/31/2024
Sound Income Strategies LLC3,274$207 03/31/2024
     GBTC3,274$207 03/31/2024
Narus Financial Partners LLC3,199$202 03/31/2024
     GBTC3,199$202 03/31/2024
Foster Victor Wealth Advisors LLC3,195$201 03/31/2024
     GBTC3,195$201 03/31/2024
TrueWealth Advisors LLC3,185$201 03/31/2024
     GBTC3,185$201 03/31/2024
Able Wealth Management LLC5,613$194 12/31/2023
     GBTC5,613$194 12/31/2023
Financial Perspectives Inc2,898$183 03/31/2024
     GBTC2,898$183 03/31/2024
Glass Jacobson Investment Advisors llc2,672$169 03/31/2024
     GBTC2,672$169 03/31/2024
Kathleen S. Wright Associates Inc.2,702$162 03/31/2024
     GBTC2,702$162 03/31/2024
Lindbrook Capital LLC2,503$158 03/31/2024
     GBTC2,503$158 03/31/2024
CENTRAL TRUST Co2,425$153 03/31/2024
     GBTC2,425$153 03/31/2024
Baldwin Brothers Inc. MA2,363$149 03/31/2024
     GBTC2,363$149 03/31/2024
Annapolis Financial Services LLC2,362$149 03/31/2024
     GBTC2,362$149 03/31/2024
JNBA Financial Advisors2,250$142 03/31/2024
     GBTC2,250$142 03/31/2024
Bogart Wealth LLC1,817$115 03/31/2024
     GBTC1,817$115 03/31/2024
Salem Investment Counselors Inc.1,773$112 03/31/2024
     GBTC1,773$112 03/31/2024
Optimum Investment Advisors1,500$95 03/31/2024
     GBTC1,500$95 03/31/2024
U S Global Investors Inc.1,100$69 03/31/2024
     GBTC1,100$69 03/31/2024
Winch Advisory Services LLC1,905$66 12/31/2023
     GBTC1,905$66 12/31/2023
Roble Belko & Company Inc1,023$65 03/31/2024
     GBTC1,023$65 03/31/2024
Gradient Investments LLC1,010$64 03/31/2024
     GBTC1,010$64 03/31/2024
Future Financial Wealth Managment LLC1,000$63 03/31/2024
     GBTC1,000$63 03/31/2024
Bfsg LLC910$57 03/31/2024
     GBTC910$57 03/31/2024
PFS Partners LLC788$50 03/31/2024
     GBTC788$50 03/31/2024
Wolff Wiese Magana LLC713$45 03/31/2024
     GBTC713$45 03/31/2024
Main Management LLC1,100$38 12/31/2023
     GBTC1,100$38 12/31/2023
Mango Five Family Inc.1,000$35 12/31/2023
     GBTC1,000$35 12/31/2023
Valley National Advisers Inc.553$34 03/31/2024
     GBTC553$34 03/31/2024
Harbor Investment Advisory LLC536$34 03/31/2024
     GBTC536$34 03/31/2024
Atticus Wealth Management LLC527$33 03/31/2024
     GBTC527$33 03/31/2024
Ulland Investment Advisors LLC500$32 03/31/2024
     GBTC500$32 03/31/2024
Toth Financial Advisory Corp441$28 03/31/2024
     GBTC441$28 03/31/2024
YHB Investment Advisors Inc.450$28 03/31/2024
     GBTC450$28 03/31/2024
Dixon Mitchell Investment Counsel Inc.425$27 03/31/2024
     GBTC425$27 03/31/2024
West Oak Capital LLC320$20 03/31/2024
     GBTC320$20 03/31/2024
Front Row Advisors LLC550$19 12/31/2023
     GBTC550$19 12/31/2023
Tradewinds Capital Management LLC269$17 03/31/2024
     GBTC269$17 03/31/2024
Activest Wealth Management264$17 03/31/2024
     GBTC264$17 03/31/2024
Oakworth Capital Inc.259$16 03/31/2024
     GBTC259$16 03/31/2024
Signature Resources Capital Management LLC236$15 03/31/2024
     GBTC236$15 03/31/2024
Massmutual Trust Co. FSB ADV227$14 03/31/2024
     GBTC227$14 03/31/2024
Bartlett & CO. Wealth Management LLC415$14 12/31/2023
     GBTC415$14 12/31/2023
Bear Mountain Capital Inc.200$13 03/31/2024
     GBTC200$13 03/31/2024
Atlas Capital Advisors LLC186$12 03/31/2024
     GBTC186$12 03/31/2024
WFA Asset Management Corp182$11 03/31/2024
     GBTC182$11 03/31/2024
GHP Investment Advisors Inc.158$10 03/31/2024
     GBTC158$10 03/31/2024
Game Plan Financial Advisors LLC154$10 03/31/2024
     GBTC154$10 03/31/2024
Bellevue Asset Management LLC145$9 03/31/2024
     GBTC145$9 03/31/2024
Cassady Schiller Wealth Management LLC246$9 12/31/2023
     GBTC246$9 12/31/2023
LifeSteps Financial Inc.123$8 03/31/2024
     GBTC123$8 03/31/2024
Nvwm LLC228$8 12/31/2023
     GBTC228$8 12/31/2023
JJJ Advisors Inc.110$7 03/31/2024
     GBTC110$7 03/31/2024
City Holding Co.100$6 03/31/2024
     GBTC100$6 03/31/2024
Barrett & Company Inc.100$6 03/31/2024
     GBTC100$6 03/31/2024
Venturi Wealth Management LLC94$6 03/31/2024
     GBTC94$6 03/31/2024
CVA Family Office LLC96$6 03/31/2024
     GBTC96$6 03/31/2024
Thompson Investment Management Inc.60$4 03/31/2024
     GBTC60$4 03/31/2024
City State Bank50$3 03/31/2024
     GBTC50$3 03/31/2024
HBC Financial Services PLLC100$3 12/31/2023
     GBTC100$3 12/31/2023
Friedenthal Financial33$2 03/31/2024
     GBTC33$2 03/31/2024
FSA Wealth Management LLC47$2 12/31/2023
     GBTC47$2 12/31/2023
Voisard Asset Management Group Inc.17$1 03/31/2024
     GBTC17$1 03/31/2024
Tucker Asset Management LLC20$1 12/31/2023
     GBTC20$1 12/31/2023
Moisand Fitzgerald Tamayo LLC5$0 03/31/2024
     GBTC5$0 03/31/2024
Prestige Wealth Management Group LLC1$0 03/31/2024
     GBTC1$0 03/31/2024
Laffer Tengler Investments10$0 12/31/2023
     GBTC10$0 12/31/2023
Strategic Investment Solutions Inc. IL10$0 12/31/2023
     GBTC10$0 12/31/2023

See Summary: Institutional Holders of GBTC
See Details: Top 10 Hedge Funds Holding GBTC
Also See: GBTC Holdings Changes

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