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IPG Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

IPG Investment 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 		$302K Buy
5,720
+1,332
+30% +$79.3K 0.05% 175
2025
Q4 		$300K Sell
4,388
-1,472
-25% -$115K 0.05% 170
2025
Q3 		$526K Buy
+5,860
New +$527K 0.09% 125
2025
Q2 		– Sell
-6,211
Closed -$405K – 188
2025
Q1 		$405K Buy
6,211
+1,312
+27% +$96.7K 0.09% 112
2024
Q4 		$363K Sell
4,899
-1,912
-28% -$126K 0.08% 117
2024
Q3 		$344K Sell
6,811
-9,042
-57% -$440K 0.07% 120
2024
Q2 		$762K Buy
15,853
+2,445
+18% +$129K 0.17% 79
2024
Q1 		$765K Buy
+13,408
New +$590K 0.17% 75

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GWM
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ML
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Susquehanna International Group
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MRI
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ECM
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Wealthfront Advisers
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MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return