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

Aries 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	$625K	Hold	13,720	–	–	0.12%	127
2026 Q1	$724K	Hold	13,720	–	–	0.16%	114
2025 Q4	$938K	Sell	13,720 -825	-6%	-$64.7K	0.21%	101
2025 Q3	$1.31M	Hold	14,545	–	–	0.31%	77
2025 Q2	$1.23M	Sell	14,545 -350	-2%	-$27.2K	0.32%	80
2025 Q1	$971K	Sell	14,895 -421	-3%	-$31K	0.26%	87
2024 Q4	$1.13M	Sell	15,316 -700	-4%	-$46.1K	0.31%	78
2024 Q3	$809K	Sell	16,016 -1,808	-10%	-$88K	0.22%	99
2024 Q2	$857K	Buy	17,824 +539	+3%	+$28.4K	0.27%	90
2024 Q1	$986K	Buy	+17,285	New	+$761K	0.32%	81

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Aries Wealth Management held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 13,720 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #127.

Aries Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Aries Wealth Management held 13,720 shares of Grayscale Bitcoin Trust worth $625K as of Q2 2026.
Aries Wealth Management left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.12% of Aries Wealth Management's portfolio in Q2 2026, its #127 holding.
Aries Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Aries Wealth Management's Grayscale Bitcoin Trust position peaked at $1.31M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.