Affinity Capital Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Affinity Capital Advisors’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Sell	4,305 -820	-16%	-$45.7K	0.03%	195
2026 Q1	$270K	Hold	5,125	–	–	0.04%	144
2025 Q4	$350K	Sell	5,125 -5	-0.1%	-$392	0.05%	119
2025 Q3	$487K	Sell	5,130 -33	-0.6%	-$2.97K	0.07%	102
2025 Q2	$438K	Hold	5,163	–	–	0.08%	106
2025 Q1	$342K	Buy	5,163 +23	+0.4%	+$1.7K	0.07%	111
2024 Q4	$393K	Buy	5,140 +90	+2%	+$5.93K	0.07%	110
2024 Q3	$255K	Sell	5,050 -550	-10%	-$26.8K	0.05%	134
2024 Q2	$269K	Buy	+5,600	New	+$295K	0.06%	126

Other funds holding GBTC

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return