Global Wealth Strategies & Associates’s Grayscale Bitcoin Trust GBTC Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-448	Closed	-$23.6K	–	222
2026 Q1	$23.6K	Buy	448 +90	+25%	+$5.36K	0.01%	238
2025 Q4	$24.5K	Hold	358	–	–	0.01%	224
2025 Q3	$32.1K	Hold	358	–	–	0.01%	182
2025 Q2	$30.4K	Sell	358 -300	-46%	-$23.3K	0.01%	141
2025 Q1	$42.9K	Hold	658	–	–	0.01%	132
2024 Q4	$48.7K	Hold	658	–	–	0.02%	114
2024 Q3	$33.2K	Buy	658 +96	+17%	+$4.67K	0.01%	116
2024 Q2	$27K	Buy	+562	New	+$29.6K	0.01%	113

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

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