MassMutual Private Wealth & Trust’s Grayscale Bitcoin Trust GBTC Stock Holding History

MassMutual Private Wealth & Trust’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	$21.7K	Buy	477 +250	+110%	+$13.9K	﹤0.01%	1085
2026 Q1	$12K	Hold	227	–	–	﹤0.01%	1293
2025 Q4	$15.5K	Hold	227	–	–	﹤0.01%	1219
2025 Q3	$20.4K	Sell	227 -100	-31%	-$9K	﹤0.01%	1110
2025 Q2	$27.7K	Buy	327 +100	+44%	+$7.78K	﹤0.01%	976
2025 Q1	$14.8K	Hold	227	–	–	﹤0.01%	1150
2024 Q4	$16.8K	Hold	227	–	–	﹤0.01%	1076
2024 Q3	$11.5K	Sell	227 -137	-38%	-$6.67K	﹤0.01%	1094
2024 Q2	$17.5K	Buy	364 +113	+45%	+$5.95K	﹤0.01%	892
2024 Q1	$14.3K	Buy	+251	New	+$11K	﹤0.01%	921

Other funds holding GBTC

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

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