DiNuzzo Private Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

DiNuzzo Private Wealth’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	$2.28K	Hold	50	–	–	﹤0.01%	629
2026 Q1	$2.64K	Hold	50	–	–	﹤0.01%	550
2025 Q4	$3.42K	Hold	50	–	–	﹤0.01%	465
2025 Q3	$4.25K	Hold	50	–	–	﹤0.01%	406
2025 Q2	$4.24K	Hold	50	–	–	﹤0.01%	409
2025 Q1	$3.26K	Buy	50 +10	+25%	+$737	﹤0.01%	443
2024 Q4	$2.96K	Buy	40 +20	+100%	+$1.32K	﹤0.01%	475
2024 Q3	$1.01K	Buy	+20	New	+$973	﹤0.01%	852

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