Westmount Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Westmount 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	$353K	Sell	7,764 -56	-0.7%	-$3.12K	0.08%	194
2026 Q1	$413K	Sell	7,820 -1,866	-19%	-$111K	0.1%	167
2025 Q4	$662K	Buy	9,686 +1,703	+21%	+$133K	0.17%	112
2025 Q3	$736K	Hold	7,983	–	–	0.19%	98
2025 Q2	$677K	Sell	7,983 -124	-2%	-$9.64K	0.19%	101
2025 Q1	$528K	Hold	8,107	–	–	0.16%	119
2024 Q4	$600K	Hold	8,107	–	–	0.18%	100
2024 Q3	$409K	Sell	8,107 -4,196	-34%	-$204K	0.12%	137
2024 Q2	$623K	Sell	12,303 -739	-6%	-$38.9K	0.21%	98
2024 Q1	$744K	Buy	+13,042	New	+$574K	0.27%	80

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

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