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

EP Wealth 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 		$602K Buy
11,417
+2,197
+24% +$131K ﹤0.01% 824
2025
Q4 		$630K Buy
+9,220
New +$723K ﹤0.01% 769
2025
Q2 		$759K Buy
8,952
+130
+1% +$10.1K 0.01% 636
2025
Q1 		$575K Sell
8,822
-630
-7% -$46.4K ﹤0.01% 655
2024
Q4 		$700K Sell
9,452
-4,355
-32% -$287K 0.01% 591
2024
Q3 		$697K Buy
13,807
+5,022
+57% +$244K 0.01% 589
2024
Q2 		$423K Buy
8,785
+1,799
+26% +$94.7K ﹤0.01% 572
2024
Q1 		$399K Buy
+6,986
New +$307K ﹤0.01% 566

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