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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
Q2 		$615K Sell
13,504
-564
-4% -$31.5K ﹤0.01% 1121
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

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AE Wealth Management's GBTC Position: Q2 2026 in Review

AE Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 4% in Q2 2026, selling an estimated $31.5K and leaving 13,504 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

AE Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79M in Q2 2024. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • AE Wealth Management held 13,504 shares of Grayscale Bitcoin Trust worth $615K as of Q2 2026.
  • AE Wealth Management sold 564 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $31.5K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1121 holding.
  • AE Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • AE Wealth Management's Grayscale Bitcoin Trust position peaked at $1.79M in Q2 2024.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.