Magnus Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Magnus Financial 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 Q2	$257K	Sell	5,638 -133	-2%	-$7.42K	0.02%	341
2026 Q1	$304K	Buy	5,771 +319	+6%	+$19K	0.02%	295
2025 Q4	$373K	Buy	5,452 +33	+0.6%	+$2.59K	0.03%	304
2025 Q3	$486K	Hold	5,419	–	–	0.04%	260
2025 Q2	$460K	Hold	5,419	–	–	0.04%	243
2025 Q1	$353K	Sell	5,419 -20	-0.4%	-$1.47K	0.03%	267
2024 Q4	$403K	Hold	5,439	–	–	0.04%	244
2024 Q3	$275K	Sell	5,439 -707	-12%	-$34.4K	0.03%	281
2024 Q2	$296K	Buy	6,146 +133	+2%	+$7K	0.03%	257
2024 Q1	$343K	Buy	+6,013	New	+$265K	0.04%	232

Other funds holding GBTC

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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