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 Q3	$1.25M	Buy	19,341 +13,176	+214%	+$726K	0.05%	330
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

B. Riley Wealth Advisors's GBTC Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 214% in Q3 2026, buying an estimated $726K and bringing the position to 19,341 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #330.

B. Riley Wealth Advisors first reported a position in GBTC in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.91M in Q3 2025. 54 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

B. Riley Wealth Advisors held 19,341 shares of Grayscale Bitcoin Trust worth $1.25M as of Q3 2026.
B. Riley Wealth Advisors bought 13,176 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $726K.
Grayscale Bitcoin Trust made up 0.05% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #330 holding.
B. Riley Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
B. Riley Wealth Advisors's Grayscale Bitcoin Trust position peaked at $2.91M in Q3 2025.
54 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.