AWA
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Arete Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Arete Wealth Advisors’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
-4,702
Closed -$321K – 468
2025
Q4 		$321K Buy
4,702
+569
+14% +$44.6K 0.02% 566
2025
Q3 		$371K Sell
4,133
-61
-1% -$5.49K 0.02% 525
2025
Q2 		$356K Sell
4,194
-1,287
-23% -$100K 0.03% 509
2025
Q1 		$357K Sell
5,481
-827
-13% -$61K 0.03% 482
2024
Q4 		$468K Buy
6,308
+643
+11% +$42.4K 0.03% 430
2024
Q3 		$286K Sell
5,665
-36,040
-86% -$1.75M 0.02% 538
2024
Q2 		$2.01M Sell
41,705
-2,307
-5% -$122K 0.16% 127
2024
Q1 		$2.5M Buy
+44,012
New +$1.94M 0.23% 101

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GWM
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ML
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Susquehanna International Group
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MRI
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ECM
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Wealthfront Advisers
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MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return