B. Riley Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

B. Riley 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 Q2	$288K	Hold	6,165	–	–	0.02%	642
2026 Q1	$319K	Sell	6,165 -26,873	-81%	-$1.6M	0.02%	567
2025 Q4	$2.26M	Buy	33,038 +575	+2%	+$45.1K	0.1%	188
2025 Q3	$2.91M	Sell	32,463 -300	-0.9%	-$27K	0.13%	154
2025 Q2	$2.78M	Sell	32,763 -3,069	-9%	-$239K	0.13%	160
2025 Q1	$2.34M	Buy	35,832 +4,929	+16%	+$363K	0.07%	281
2024 Q4	$2.29M	Sell	30,903 -3,210	-9%	-$212K	0.08%	255
2024 Q3	$1.7M	Sell	34,113 -10,763	-24%	-$524K	0.05%	356
2024 Q2	$2.16M	Buy	+44,876	New	+$2.36M	0.05%	318

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

B. Riley Wealth Advisors's GBTC Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 6,165 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #642.

B. Riley Wealth Advisors first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.91M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

B. Riley Wealth Advisors held 6,165 shares of Grayscale Bitcoin Trust worth $288K as of Q2 2026.
B. Riley Wealth Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #642 holding.
B. Riley Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
B. Riley Wealth Advisors's Grayscale Bitcoin Trust position peaked at $2.91M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.