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

Alterna 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
2025
Q4 		– Sell
-2,321
Closed -$208K – 106
2025
Q3 		$208K Buy
+2,321
New +$209K 0.17% 91
2025
Q2 		– Sell
-3,490
Closed -$227K – 115
2025
Q1 		$227K Buy
3,490
+45
+1% +$3.32K 0.17% 96
2024
Q4 		$255K Buy
+3,445
New +$227K 0.22% 80
2024
Q2 		– Sell
-4,408
Closed -$252K – 109
2024
Q1 		$252K Buy
+4,408
New +$194K 0.2% 80

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Alterna Wealth Management's GBTC Position: Q4 2025 in Review

Alterna Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,321 shares — an estimated $208K sold.

Alterna Wealth Management first reported a position in GBTC in Q1 2024 and held it in 4 quarters. The position peaked at $255K in Q4 2024. 736 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Alterna Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 2,321 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $208K.
  • Alterna Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 4 quarters.
  • Alterna Wealth Management's Grayscale Bitcoin Trust position peaked at $255K in Q4 2024.
  • 736 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Alterna Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.