JAG
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Journey Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Journey Advisory Group’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 		– Sell
-4,575
Closed -$313K – 252
2025
Q4 		$313K Buy
4,575
+27
+0.6% +$2.12K 0.03% 223
2025
Q3 		$408K Hold
4,548
– – 0.03% 214
2025
Q2 		$386K Sell
4,548
-330
-7% -$25.7K 0.03% 222
2025
Q1 		$318K Sell
4,878
-37
-0.8% -$2.73K 0.03% 232
2024
Q4 		$262K Hold
4,915
– – 0.03% 200
2024
Q3 		$262K Sell
4,915
-526
-10% -$25.6K 0.03% 200
2024
Q2 		$262K Sell
5,441
-520
-9% -$27.4K 0.03% 200
2024
Q1 		$340K Buy
+5,961
New +$262K 0.04% 188

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HKAM
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HighTower Advisors
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GWM
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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