Cypress Wealth Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Cypress Wealth Services’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	$353K	Hold	7,762	–	–	0.04%	300
2026 Q1	$410K	Sell	7,762 -150	-2%	-$8.93K	0.06%	250
2025 Q4	$541K	Hold	7,912	–	–	0.07%	203
2025 Q3	$710K	Hold	7,912	–	–	0.12%	133
2025 Q2	$671K	Hold	7,912	–	–	0.12%	133
2025 Q1	$516K	Hold	7,912	–	–	0.1%	152
2024 Q4	$586K	Sell	7,912 -150	-2%	-$9.89K	0.12%	133
2024 Q3	$407K	Sell	8,062 -1,202	-13%	-$58.5K	0.08%	172
2024 Q2	$446K	Sell	9,264 -554	-6%	-$29.2K	0.1%	156
2024 Q1	$560K	Buy	+9,818	New	+$432K	0.13%	128

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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