AWM
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Able Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Able Wealth 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
Q1 		– Sell
-3,774
Closed -$258K – 141
2025
Q4 		$258K Hold
3,774
– – 0.08% 94
2025
Q3 		$339K Hold
3,774
– – 0.13% 82
2025
Q2 		$320K Sell
3,774
-3,774
-50% -$293K 0.16% 84
2025
Q1 		$492K Buy
7,548
+3,774
+100% +$278K 0.29% 62
2024
Q4 		$279K Sell
3,774
-1,839
-33% -$121K 0.18% 76
2024
Q3 		$283K Sell
5,613
-601
-10% -$29.3K 0.21% 73
2024
Q2 		$299K Hold
6,214
– – 0.25% 62
2024
Q1 		$355K Buy
+6,214
New +$273K 0.31% 53

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