Thompson Investment Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Thompson Investment Management’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	$2.73K	Hold	60	–	–	﹤0.01%	463
2026 Q1	$3.17K	Hold	60	–	–	﹤0.01%	448
2025 Q4	$4.1K	Hold	60	–	–	﹤0.01%	446
2025 Q3	$5.39K	Hold	60	–	–	﹤0.01%	429
2025 Q2	$5.09K	Hold	60	–	–	﹤0.01%	428
2025 Q1	$3.91K	Hold	60	–	–	﹤0.01%	422
2024 Q4	$4.44K	Hold	60	–	–	﹤0.01%	428
2024 Q3	$3.03K	Sell	60 -6	-9%	-$292	﹤0.01%	432
2024 Q2	$3.19K	Hold	66	–	–	﹤0.01%	429
2024 Q1	$3.79K	Buy	+66	New	+$2.9K	﹤0.01%	437

Other funds holding GBTC

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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

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