Toth Financial Advisory’s Grayscale Bitcoin Trust GBTC Stock Holding History

Toth Financial Advisory’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	$20.5K	Buy	450 +5	+1%	+$279	﹤0.01%	503
2026 Q1	$23.5K	Buy	445 +5	+1%	+$298	﹤0.01%	468
2025 Q4	$30.1K	Hold	440	–	–	﹤0.01%	422
2025 Q3	$39.5K	Hold	440	–	–	﹤0.01%	386
2025 Q2	$37.3K	Hold	440	–	–	﹤0.01%	352
2025 Q1	$28.7K	Hold	440	–	–	﹤0.01%	359
2024 Q4	$32.6K	Hold	440	–	–	﹤0.01%	345
2024 Q3	$22.2K	Sell	440 -48	-10%	-$2.34K	﹤0.01%	372
2024 Q2	$23.5K	Hold	488	–	–	﹤0.01%	377
2024 Q1	$27.9K	Buy	+488	New	+$21.5K	﹤0.01%	358

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