Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

GBTC holding history

Grayscale Bitcoin Trust ETF in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GBTC overview All 13F holders of GBTC Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of GBTC by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−13,250−100.0%	Sold out	Holders
Q1 2025	13,250	$863.5K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	13,250	$980.8K	<0.1%	+13,250	New	Holders