EPIQ Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

EPIQ Partners’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	$688K	Sell	15,123 -8,022	-35%	-$447K	0.29%	53
2026 Q1	$1.22M	Sell	23,145 -955	-4%	-$56.9K	0.57%	42
2025 Q4	$1.65M	Sell	24,100 -950	-4%	-$74.5K	0.77%	35
2025 Q3	$2.25M	Sell	25,050 -8,950	-26%	-$805K	1.06%	28
2025 Q2	$2.88M	Sell	34,000 -10,155	-23%	-$790K	1.47%	24
2025 Q1	$2.88M	Sell	44,155 -3,745	-8%	-$276K	1.52%	23
2024 Q4	$3.55M	Sell	47,900 -7,600	-14%	-$501K	1.92%	18
2024 Q3	$2.8M	Sell	55,500 -9,813	-15%	-$478K	1.55%	25
2024 Q2	$3.14M	Sell	65,313 -277	-0.4%	-$14.6K	2.13%	20
2024 Q1	$3.74M	Buy	+65,590	New	+$2.89M	2.49%	12

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

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return