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AE Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

AE 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 		$742K Sell
14,068
-1,869
-12% -$111K ﹤0.01% 935
2025
Q4 		$1.09M Sell
15,937
-625
-4% -$49K 0.01% 776
2025
Q3 		$1.49M Buy
16,562
+514
+3% +$46.3K 0.01% 645
2025
Q2 		$1.36M Buy
16,048
+604
+4% +$47K 0.01% 637
2025
Q1 		$1.01M Sell
15,444
-4,840
-24% -$357K 0.01% 700
2024
Q4 		$1.5M Buy
20,284
+2,037
+11% +$134K 0.01% 614
2024
Q3 		$921K Sell
18,247
-18,952
-51% -$922K 0.01% 709
2024
Q2 		$1.79M Buy
37,199
+31,967
+611% +$1.68M 0.02% 548
2024
Q1 		$299K Buy
+5,232
New +$230K ﹤0.01% 962

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