Beaird Harris Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Beaird Harris Wealth Management’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	$251K	Hold	5,523	–	–	0.02%	127
2026 Q1	$291K	Sell	5,523 -2,338	-30%	-$139K	0.02%	115
2025 Q4	$537K	Hold	7,861	–	–	0.04%	87
2025 Q3	$706K	Hold	7,861	–	–	0.05%	81
2025 Q2	$667K	Buy	7,861 +100	+1%	+$7.78K	0.05%	79
2025 Q1	$506K	Sell	7,761 -3,018	-28%	-$222K	0.04%	81
2024 Q4	$798K	Hold	10,779	–	–	0.07%	68
2024 Q3	$544K	Sell	10,779 -5,432	-34%	-$264K	0.05%	82
2024 Q2	$780K	Sell	16,211 -1,648	-9%	-$86.8K	0.07%	64
2024 Q1	$1.02M	Buy	+17,859	New	+$786K	0.1%	52

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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