Traphagen Investment Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Traphagen Investment Advisors’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	$4.46M	Sell	84,556 -696	-0.8%	-$41.5K	0.36%	32
2025 Q4	$5.83M	Sell	85,252 -3,122	-4%	-$245K	0.48%	24
2025 Q3	$7.93M	Sell	88,374 -4,127	-4%	-$371K	0.68%	22
2025 Q2	$7.85M	Sell	92,501 -485	-0.5%	-$37.7K	0.74%	20
2025 Q1	$6.06M	Sell	92,986 -2,304	-2%	-$170K	0.63%	20
2024 Q4	$7.05M	Sell	95,290 -6,047	-6%	-$399K	0.72%	21
2024 Q3	$5.12M	Sell	101,337 -16,147	-14%	-$786K	0.52%	24
2024 Q2	$5.65M	Sell	117,484 -12,246	-9%	-$645K	0.61%	24
2024 Q1	$7.4M	Buy	+129,730	New	+$5.71M	0.79%	21

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