Mills Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Mills Wealth 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 Q2	$638K	Sell	14,018 -116	-0.8%	-$6.47K	0.2%	43
2026 Q1	$746K	Sell	14,134 -181	-1%	-$10.8K	0.26%	39
2025 Q4	$979K	Sell	14,315 -31	-0.2%	-$2.43K	0.39%	38
2025 Q3	$1.28M	Sell	14,346 -12	-0.1%	-$1.08K	0.52%	32
2025 Q2	$1.21M	Sell	14,358 -27	-0.2%	-$2.1K	0.56%	29
2025 Q1	$933K	Sell	14,385 -14,246	-50%	-$1.05M	0.5%	31
2024 Q4	$2.11M	Sell	28,631 -3,669	-11%	-$242K	1.2%	18
2024 Q3	$1.63M	Sell	32,300 -3,456	-10%	-$168K	1.12%	21
2024 Q2	$1.72M	Sell	35,756 -103	-0.3%	-$5.42K	1.23%	19
2024 Q1	$2.04M	Buy	+35,859	New	+$1.58M	1.5%	17

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

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

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return