EP Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$759K Buy
8,952
+130
+1% +$11K 0.01% 636
2025
Q1
$575K Sell
8,822
-630
-7% -$41.1K ﹤0.01% 655
2024
Q4
$700K Sell
9,452
-4,355
-32% -$322K 0.01% 591
2024
Q3
$697K Buy
13,807
+5,022
+57% +$254K 0.01% 589
2024
Q2
$423K Buy
8,785
+1,799
+26% +$86.5K ﹤0.01% 572
2024
Q1
$399K Buy
+6,986
New +$399K ﹤0.01% 566