Wealthcare Advisory Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wealthcare Advisory Partners’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	$603K	Hold	13,244	–	–	0.01%	660
2026 Q1	$699K	Sell	13,244 -1,125	-8%	-$67K	0.01%	606
2025 Q4	$982K	Sell	14,369 -51	-0.4%	-$4K	0.02%	519
2025 Q3	$1.29M	Hold	14,420	–	–	0.03%	435
2025 Q2	$1.22M	Sell	14,420 -419	-3%	-$32.6K	0.03%	432
2025 Q1	$967K	Sell	14,839 -418	-3%	-$30.8K	0.03%	450
2024 Q4	$1.13M	Sell	15,257 -1,351	-8%	-$89.1K	0.03%	393
2024 Q3	$839K	Sell	16,608 -2,666	-14%	-$130K	0.02%	462
2024 Q2	$927K	Buy	+19,274	New	+$1.02M	0.03%	403

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

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