AWM
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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
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

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