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NewEdge Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

NewEdge 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 		$1.87M Sell
35,412
-7,240
-17% -$431K 0.01% 1149
2025
Q4 		$2.92M Sell
42,652
-5,278
-11% -$414K 0.01% 887
2025
Q3 		$4.3M Sell
47,930
-5,647
-11% -$508K 0.02% 692
2025
Q2 		$4.54M Buy
53,577
+3,795
+8% +$295K 0.02% 604
2025
Q1 		$3.24M Buy
49,782
+1,472
+3% +$108K 0.02% 654
2024
Q4 		$3.58M Buy
48,310
+1,309
+3% +$86.3K 0.02% 606
2024
Q3 		$2.37M Buy
47,001
+6,065
+15% +$295K 0.02% 719
2024
Q2 		$1.97M Sell
40,936
-337
-0.8% -$17.7K 0.01% 758
2024
Q1 		$2.36M Buy
+41,273
New +$1.82M 0.02% 635

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HKAM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
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