GBTC β€” GRAYSCALE BITCOIN TR BTC

Ownership history in One Charles Private Wealth Services, LLC  Β·  8 quarters on record

AI Ownership Summary

One Charles Private Wealth Services, LLC reported GRAYSCALE BITCOIN TR BTC (GBTC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 8.36% in 2024 Q1. The latest visible filing shows GBTC at 4.92% 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.

What this GBTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Charles Private Wealth Services, LLC's position in GRAYSCALE BITCOIN TR 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 4.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.36% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

How One Charles Private Wealth Services, LLC held GBTC β€” position size vs. price
% of Fund (quarterly)    GBTC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 278,603 -10,807 -3.7% 4.92% $19.0M 2026-02-14 (Est.) $53.63
2025 Q3 REDUCED 289,410 -2,374 -0.8% 6.82% $26.0M 2025-11-12 $79.49
2025 Q2 REDUCED 291,784 -1,097 -0.4% 6.95% $24.8M 2025-08-12 $94.06
2025 Q1 REDUCED 292,881 -1,832 -0.6% 6.18% $19.1M 2025-05-08 $79.98
2024 Q4 REDUCED 294,713 -4,502 -1.5% 7.34% $21.8M 2025-02-11 $75.40
2024 Q3 REDUCED 299,215 -1,987 -0.7% 5.75% $15.1M 2024-11-12 $71.23
2024 Q2 REDUCED 301,202 -2,606 -0.9% 6.67% $16.0M 2024-08-14 $46.99
2024 Q1 INITIATED 303,808 β€” β€” 8.36% $19.2M 2024-05-14 $49.49

🏒 Other funds also holding GBTC

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.01% Global Wealth Strategies & Associates 3Y 0.01% Coastline Trust Co 3Y 7Y 0.0%

FAQ About One Charles Private Wealth Services, LLC and GBTC

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

How long has One Charles Private Wealth Services, LLC reported owning GBTC?

One Charles Private Wealth Services, LLC reported GBTC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GBTC position in One Charles Private Wealth Services, LLC's portfolio?

The largest reported portfolio weight for GBTC was 8.36% in 2024 Q1.

What is the latest reported GBTC position on this page?

The most recent filing on this page is 2025 Q4, when One Charles Private Wealth Services, LLC reported 278,603 shares, equal to 4.92% of portfolio, with an estimated market value of $19.0M.

What does the chart on this GBTC ownership page compare?

The chart compares One Charles Private Wealth Services, LLC'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.

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