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

Capital Performance 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
Q1 		$575K Hold
10,894
– – 0.04% 202
2025
Q4 		$745K Sell
10,894
-73
-0.7% -$5.72K 0.05% 156
2025
Q3 		$985K Buy
10,967
+20
+0.2% +$1.8K 0.16% 70
2025
Q2 		$929K Hold
10,947
– – 0.18% 65
2025
Q1 		$713K Hold
10,947
– – 0.16% 73
2024
Q4 		$810K Hold
10,947
– – 0.26% 40
2024
Q3 		$553K Sell
10,947
-1,171
-10% -$57K 0.17% 44
2024
Q2 		$583K Buy
12,118
+55
+0.5% +$2.9K 0.22% 42
2024
Q1 		$688K Buy
+12,063
New +$531K 0.26% 38

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
LPL Financial
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return