Plancorp LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Plancorp LLC’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	$561K	Sell	11,629 -97	-0.8%	-$5.41K	0.01%	234
2026 Q1	$669K	Hold	11,726	–	–	0.02%	192
2025 Q4	$802K	Hold	11,726	–	–	0.02%	168
2025 Q3	$1.05M	Sell	11,726 -400	-3%	-$36K	0.03%	152
2025 Q2	$1.03M	Sell	12,126 -48	-0.4%	-$3.73K	0.04%	150
2025 Q1	$793K	Hold	12,174	–	–	0.03%	162
2024 Q4	$901K	Sell	12,174 -7,020	-37%	-$463K	0.04%	137
2024 Q3	$969K	Sell	19,194 -2,054	-10%	-$100K	0.04%	132
2024 Q2	$1.02M	Sell	21,248 -553	-3%	-$29.1K	0.04%	117
2024 Q1	$1.24M	Buy	+21,801	New	+$959K	0.05%	110

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

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

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