Doliver Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Doliver 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 Q2	$407K	Hold	8,944	–	–	0.09%	143
2026 Q1	$472K	Sell	8,944 -199	-2%	-$11.9K	0.11%	119
2025 Q4	$625K	Sell	9,143 -2,973	-25%	-$233K	0.16%	105
2025 Q3	$1.09M	Hold	12,116	–	–	0.28%	66
2025 Q2	$1.03M	Sell	12,116 -57	-0.5%	-$4.43K	0.28%	69
2025 Q1	$793K	Buy	12,173 +2	+0%	+$147	0.22%	69
2024 Q4	$901K	Sell	12,171 -1,355	-10%	-$89.3K	0.25%	65
2024 Q3	$683K	Sell	13,526 -1,650	-11%	-$80.3K	0.19%	74
2024 Q2	$730K	Buy	15,176 +153	+1%	+$8.06K	0.2%	71
2024 Q1	$857K	Buy	+15,023	New	+$661K	0.24%	70

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 $103B AUM 28.65% 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

Doliver Advisors's GBTC Position: Q2 2026 in Review

Doliver Advisors held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 8,944 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #143.

Doliver Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Doliver Advisors held 8,944 shares of Grayscale Bitcoin Trust worth $407K as of Q2 2026.
Doliver Advisors left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.09% of Doliver Advisors's portfolio in Q2 2026, its #143 holding.
Doliver Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Doliver Advisors's Grayscale Bitcoin Trust position peaked at $1.09M in Q3 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.