Wealth Alliance Advisory Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Wealth Alliance Advisory Group’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	$823K	Hold	12,744	–	–	0.12%	91
2026 Q2	$580K	Hold	12,744	–	–	0.08%	109
2026 Q1	$672K	Hold	12,744	–	–	0.11%	103
2025 Q4	$871K	Hold	12,744	–	–	0.15%	85
2025 Q3	$1.14M	Hold	12,744	–	–	0.21%	74
2025 Q2	$1.08M	Hold	12,744	–	–	0.21%	75
2025 Q1	$831K	Hold	12,744	–	–	0.17%	81
2024 Q4	$943K	Sell	12,744 -150	-1%	-$9.89K	0.2%	77
2024 Q3	$651K	Sell	12,894 -1,380	-10%	-$67.2K	0.14%	95
2024 Q2	$686K	Buy	+14,274	New	+$752K	0.15%	86

Other funds holding GBTC

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 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

Wealth Alliance Advisory Group's GBTC Position: Q3 2026 in Review

Wealth Alliance Advisory Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 12,744 shares worth $823K. The position accounts for 0.12% of the portfolio, ranked #91.

Wealth Alliance Advisory Group first reported a position in GBTC in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2025. 71 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Wealth Alliance Advisory Group held 12,744 shares of Grayscale Bitcoin Trust worth $823K as of Q3 2026.
Wealth Alliance Advisory Group left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
Grayscale Bitcoin Trust made up 0.12% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #91 holding.
Wealth Alliance Advisory Group first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
Wealth Alliance Advisory Group's Grayscale Bitcoin Trust position peaked at $1.14M in Q3 2025.
71 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.