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

CarsonAllaria 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
2025
Q3 		– Sell
-29
Closed -$2.46K – 170
2025
Q2 		$2.46K Hold
29
– – ﹤0.01% 312
2025
Q1 		$1.89K Hold
29
– – ﹤0.01% 327
2024
Q4 		$2.15K Hold
29
– – ﹤0.01% 310
2024
Q3 		$1.47K Sell
29
-3
-9% -$146 ﹤0.01% 351
2024
Q2 		$1.54K Hold
32
– – ﹤0.01% 333
2024
Q1 		$1.83K Buy
+32
New +$1.41K ﹤0.01% 339

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GWM
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CarsonAllaria Wealth Management's GBTC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2025, closing a stake of 29 shares — an estimated $2.46K sold.

CarsonAllaria Wealth Management first reported a position in GBTC in Q1 2024 and held it in 6 quarters. The position peaked at $2.46K in Q2 2025. 787 funds tracked by Wall St. Rank hold GBTC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Grayscale Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 29 Grayscale Bitcoin Trust shares in Q3 2025, an estimated $2.46K.
  • CarsonAllaria Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Grayscale Bitcoin Trust position peaked at $2.46K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.