Bay Colony Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bay Colony 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	$244K	Sell	5,370 -344	-6%	-$19.2K	0.03%	419
2026 Q1	$301K	Buy	5,714 +2,670	+88%	+$159K	0.04%	385
2025 Q4	$208K	Buy	3,044 +248	+9%	+$19.4K	0.02%	473
2025 Q3	$251K	Buy	2,796 +371	+15%	+$33.4K	0.03%	430
2025 Q2	$206K	Buy	+2,425	New	+$189K	0.03%	431
2024 Q2	–	Sell	-3,836	Closed	-$219K	–	437
2024 Q1	$219K	Buy	+3,836	New	+$169K	0.04%	357

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