Financial Management Professionals’s Grayscale Bitcoin Trust GBTC Stock Holding History

Financial Management Professionals’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	$998K	Hold	21,917	–	–	0.09%	69
2026 Q1	$1.16M	Sell	21,917 -500	-2%	-$29.8K	0.13%	59
2025 Q4	$1.53M	Sell	22,417 -125	-0.6%	-$9.8K	0.16%	53
2025 Q3	$2.02M	Buy	22,542 +386	+2%	+$34.7K	0.21%	44
2025 Q2	$1.88M	Sell	22,156 -1,260	-5%	-$98K	0.21%	44
2025 Q1	$1.53M	Sell	23,416 -48	-0.2%	-$3.54K	0.19%	44
2024 Q4	$1.74M	Sell	23,464 -11,015	-32%	-$726K	0.22%	47
2024 Q3	$1.74M	Sell	34,479 -4,791	-12%	-$233K	0.22%	46
2024 Q2	$1.89M	Sell	39,270 -503	-1%	-$26.5K	0.26%	41
2024 Q1	$2.27M	Buy	+39,773	New	+$1.75M	0.33%	40

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

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

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

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