Strategic Investment Solutions’s Grayscale Bitcoin Trust GBTC Stock Holding History

Strategic Investment Solutions’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	$9.51K	Hold	209	–	–	﹤0.01%	446
2026 Q1	$11K	Hold	209	–	–	﹤0.01%	419
2025 Q4	$14.3K	Hold	209	–	–	﹤0.01%	355
2025 Q3	$18.8K	Hold	209	–	–	0.01%	301
2025 Q2	$17.7K	Hold	209	–	–	0.01%	297
2025 Q1	$13.6K	Hold	209	–	–	﹤0.01%	334
2024 Q4	$15.5K	Hold	209	–	–	0.01%	333
2024 Q3	$10.6K	Buy	+209	New	+$10.2K	﹤0.01%	356

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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

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 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