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Game Plan Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Game Plan Financial 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 		$14K Buy
265
+215
+430% +$12.8K 0.01% 194
2025
Q4 		$3.42K Sell
50
-50
-50% -$3.92K ﹤0.01% 247
2025
Q3 		$8.98K Buy
100
+40
+67% +$3.6K ﹤0.01% 221
2025
Q2 		$5.09K Hold
60
– – ﹤0.01% 248
2025
Q1 		$3.91K Hold
60
– – ﹤0.01% 264
2024
Q4 		$4.46K Hold
60
– – ﹤0.01% 273
2024
Q3 		$3.03K Sell
60
-6
-9% -$292 ﹤0.01% 295
2024
Q2 		$3.19K Sell
66
-104
-61% -$5.48K ﹤0.01% 288
2024
Q1 		$5.88K Buy
+170
New +$7.48K ﹤0.01% 295

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