SteelPeak Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

SteelPeak Wealth’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	$979K	Buy	21,516 +1,660	+8%	+$92.6K	0.03%	314
2026 Q1	$1.05M	Buy	19,856 +1,792	+10%	+$107K	0.03%	281
2025 Q4	$1.23M	Buy	18,064 +4,719	+35%	+$370K	0.04%	256
2025 Q3	$1.2M	Buy	13,345 +73	+0.6%	+$6.57K	0.04%	268
2025 Q2	$1.13M	Buy	13,272 +7,675	+137%	+$597K	0.04%	251
2025 Q1	$365K	Buy	5,597 +527	+10%	+$38.8K	0.02%	391
2024 Q4	$375K	Sell	5,070 -70	-1%	-$4.61K	0.02%	375
2024 Q3	$260K	Buy	5,140 +793	+18%	+$38.6K	0.01%	410
2024 Q2	$209K	Sell	4,347 -682	-14%	-$35.9K	0.01%	459
2024 Q1	$287K	Buy	+5,029	New	+$221K	0.01%	370

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

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

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