Edge Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Edge 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	$207K	Hold	4,538	–	–	0.03%	83
2026 Q1	$239K	Hold	4,538	–	–	0.04%	73
2025 Q4	$310K	Hold	4,538	–	–	0.05%	65
2025 Q3	$407K	Hold	4,538	–	–	0.07%	57
2025 Q2	$384K	Hold	4,538	–	–	0.07%	54
2025 Q1	$296K	Sell	4,538 -50	-1%	-$3.69K	0.06%	58
2024 Q4	$340K	Sell	4,588 -1,400	-23%	-$92.3K	0.07%	56
2024 Q3	$302K	Sell	5,988 -641	-10%	-$31.2K	0.06%	61
2024 Q2	$319K	Hold	6,629	–	–	0.07%	58
2024 Q1	$378K	Buy	+6,629	New	+$292K	0.08%	55

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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