Garde Capital, Inc. GBTC — Grayscale Bitcoin Trust (BTC)

Ownership history in Garde Capital, Inc.  ·  22 quarters on record

AI Ownership Summary

Garde Capital, Inc. reported Grayscale Bitcoin Trust (BTC) (GBTC) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows GBTC at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GBTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garde Capital, Inc.'s position in Grayscale Bitcoin Trust (BTC), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GBTC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GBTC stock page Garde Capital, Inc. fund profile Garde Capital, Inc. full holdings
How Garde Capital, Inc. held GBTC — position size vs. price
% of Fund (quarterly)    GBTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 9,137 +5,937 +185.5% 0.04% $625K 2026-02-14 (Est.) $53.63
2025 Q3 REDUCED 46.1% -24.2% ✅ 3,200 -2,737 -46.1% 0.01% $287K 2025-12-16 $68.49
2025 Q3 UNCHANGED — — — 5,937 — 0% 0.03% $533K 2025-12-16 $68.49
2025 Q2 ADDED — — — 5,937 +2,737 +85.5% 0.03% $504K 2025-07-03 $86.07
2025 Q2 REDUCED 46.1% +5.8% ❌ 3,200 -2,737 -46.1% 0.01% $271K 2025-07-03 $86.07
2025 Q1 ADDED — — — 5,937 +2,737 +85.5% 0.02% $387K 2025-04-22 $72.29
2025 Q1 REDUCED 46.8% +30.2% ❌ 3,200 -2,813 -46.8% 0.01% $209K 2025-04-22 $72.29
2024 Q4 UNCHANGED — — — 6,013 — 0% 0.03% $445K 2025-02-25 $69.62
2024 Q3 UNCHANGED — — — 6,013 — 0% 0.02% $304K 2024-12-03 $75.95
2024 Q2 ADDED — — — 6,013 +90 +1.5% 0.02% $320K 2024-08-19 $47.02
2024 Q1 REDUCED 66.0% -11.2% ✅ 5,923 -11,480 -66.0% 0.03% $374K 2024-05-29 $53.94
2023 Q4 REDUCED 5.8% +79.6% ❌ 17,403 -1,063 -5.8% 0.05% $602K 2024-02-21 $41.08
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GBTC

As of 2026 Q1 — sorted by position size

MSRH, LLC 32.21% MAD RIVER INVESTORS 3Y 7Y 6.84% SLT Holdings LLC 4.43% Guild Investment Management, Inc. 3Y 7Y 2.55% Citrine Capital LLC 2.33% CERTIOR FINANCIAL GROUP, LLC 1.44% HFG Wealth Management, LLC 1.21% Aurora Private Wealth, Inc. 3Y 1.09% OakTrust Wealth Advisors, LLC 0.89% Pasadena Private Wealth, LLC 3Y 7Y 0.86%

FAQ About Garde Capital, Inc. and GBTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Garde Capital, Inc. reported owning GBTC?

Garde Capital, Inc. reported GBTC across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GBTC position in Garde Capital, Inc.'s portfolio?

The largest reported portfolio weight for GBTC was 0.05% in 2023 Q4.

What is the latest reported GBTC position on this page?

The most recent filing on this page is 2025 Q4, when Garde Capital, Inc. reported 9,137 shares, equal to 0.04% of portfolio, with an estimated market value of $625K.

What does the chart on this GBTC ownership page compare?

The chart compares Garde Capital, Inc.'s quarterly GBTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Garde Capital, Inc. time their GBTC position?

Based on 13F filing dates vs. subsequent GBTC price moves, Garde Capital, Inc. correctly timed 12 out of 18 reported position changes (67%). The annualised alpha on GBTC relative to SPY over the holding period was +8.9%.

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