Fiduciary Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Fiduciary Financial Group’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	$429K	Hold	9,421	–	–	0.05%	231
2026 Q1	$497K	Sell	9,421 -702	-7%	-$41.8K	0.07%	175
2025 Q4	$692K	Sell	10,123 -51	-0.5%	-$4K	0.1%	130
2025 Q3	$913K	Sell	10,174 -38	-0.4%	-$3.42K	0.14%	98
2025 Q2	$847K	Sell	10,212 -2,466	-19%	-$192K	0.15%	95
2025 Q1	$796K	Buy	12,678 +177	+1%	+$13K	0.17%	85
2024 Q4	$939K	Buy	12,501 +127	+1%	+$8.37K	0.21%	72
2024 Q3	$613K	Sell	12,374 -1,371	-10%	-$66.7K	0.14%	92
2024 Q2	$718K	Buy	+13,745	New	+$724K	0.17%	78

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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