Atlas Private Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Atlas Private Wealth 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
2025 Q3	–	Sell	-4,250	Closed	-$361K	–	156
2025 Q2	$361K	Hold	4,250	–	–	0.05%	141
2025 Q1	$277K	Hold	4,250	–	–	0.04%	150
2024 Q4	$315K	Sell	4,250 -3,673	-46%	-$242K	0.04%	131
2024 Q3	$400K	Sell	7,923 -736	-8%	-$35.8K	0.06%	105
2024 Q2	$416K	Buy	8,659 +3,566	+70%	+$188K	0.07%	103
2024 Q1	$291K	Buy	+5,093	New	+$224K	0.1%	88

Other funds holding GBTC

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return