BRWA
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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
Q1 		$319K Sell
6,165
-26,873
-81% -$1.6M 0.02% 567
2025
Q4 		$2.26M Buy
33,038
+575
+2% +$45.1K 0.11% 188
2025
Q3 		$2.91M Sell
32,463
-300
-0.9% -$27K 0.14% 154
2025
Q2 		$2.78M Buy
+32,763
New +$2.55M 0.13% 160
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

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HighTower Advisors
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GWM
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ML
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return