Safeguard Investment Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Safeguard Investment Advisory 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 Q1	$273K	Sell	5,176 -14	-0.3%	-$834	0.08%	106
2025 Q4	$355K	Sell	5,190 -1,102	-18%	-$86.4K	0.09%	92
2025 Q3	$565K	Sell	6,292 -791	-11%	-$71.2K	0.14%	73
2025 Q2	$601K	Sell	7,083 -399	-5%	-$31K	0.15%	67
2025 Q1	$488K	Sell	7,482 -147	-2%	-$10.8K	0.13%	71
2024 Q4	$565K	Sell	7,629 -1,070	-12%	-$70.5K	0.15%	56
2024 Q3	$439K	Sell	8,699 -2,322	-21%	-$113K	0.13%	62
2024 Q2	$519K	Sell	11,021 -6,574	-37%	-$346K	0.16%	53
2024 Q1	$1M	Buy	+17,595	New	+$774K	0.34%	33

Other funds holding GBTC

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return