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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
Q3 		$461K Sell
7,139
-1,805
-20% -$99.4K 0.1% 127
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

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
EP
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
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Doliver Advisors's GBTC Position: Q3 2026 in Review

Doliver Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 20% in Q3 2026, selling an estimated $99.4K and leaving 7,139 shares worth $461K. The position accounts for 0.1% of the portfolio, ranked #127.

Doliver Advisors first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2025. 31 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Doliver Advisors held 7,139 shares of Grayscale Bitcoin Trust worth $461K as of Q3 2026.
  • Doliver Advisors sold 1,805 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $99.4K.
  • Grayscale Bitcoin Trust made up 0.1% of Doliver Advisors's portfolio in Q3 2026, its #127 holding.
  • Doliver Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Doliver Advisors's Grayscale Bitcoin Trust position peaked at $1.09M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.