HFO
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Heritage Family Offices’s Grayscale Bitcoin Trust GBTC Stock Holding History

Heritage Family Offices’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$419K Hold
6,325
– – 0.21% 103
2025
Q1 		$412K Hold
6,325
– – 0.21% 103
2024
Q4 		$468K Sell
6,325
-555
-8% -$41.1K 0.23% 91
2024
Q3 		$347K Sell
6,880
-736
-10% -$37.2K 0.18% 115
2024
Q2 		$366K Buy
+7,616
New +$366K 0.2% 99