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 Q3	$234K	Buy	+3,539	New	+$195K	0.05%	142
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

Other funds holding GBTC

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Variant Private Wealth Tysons, Virginia $113M AUM 20% 1-Year Est. Return

Able Wealth Management's GBTC Position: Q3 2026 in Review

Able Wealth Management opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 3,539 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in GBTC as recently as Q4 2025.

Able Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $492K in Q1 2025. 219 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Able Wealth Management held 3,539 shares of Grayscale Bitcoin Trust worth $234K as of Q3 2026.
Grayscale Bitcoin Trust was a new Able Wealth Management position in Q3 2026.
Grayscale Bitcoin Trust made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #142 holding.
Able Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Able Wealth Management's Grayscale Bitcoin Trust position peaked at $492K in Q1 2025.
219 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.