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HBK Sorce Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

HBK Sorce Advisory’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 		$492K Sell
7,890
-694
-8% -$41.3K 0.01% 374
2025
Q4 		$469K Sell
8,584
-2,578
-23% -$202K 0.01% 373
2025
Q3 		$974K Sell
11,162
-99
-0.9% -$8.91K 0.02% 233
2025
Q2 		$955K Sell
11,261
-172
-2% -$13.4K 0.03% 232
2025
Q1 		$745K Sell
11,433
-41
-0.4% -$3.02K 0.02% 266
2024
Q4 		$849K Buy
11,474
+3
+0% +$198 0.03% 243
2024
Q3 		$579K Sell
11,471
-2,350
-17% -$114K 0.02% 305
2024
Q2 		$665K Sell
13,821
-880
-6% -$46.3K 0.02% 279
2024
Q1 		$839K Buy
+14,701
New +$647K 0.03% 241

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HighTower Advisors
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GWM
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ML
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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