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 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

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

Wealth Alliance Advisory Group's GBTC Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 12,744 shares worth $580K. The position accounts for 0.08% of the portfolio, ranked #109.

Wealth Alliance Advisory Group first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Wealth Alliance Advisory Group held 12,744 shares of Grayscale Bitcoin Trust worth $580K as of Q2 2026.
Wealth Alliance Advisory Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.08% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #109 holding.
Wealth Alliance Advisory Group first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Wealth Alliance Advisory Group's Grayscale Bitcoin Trust position peaked at $1.14M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.