Dynamic Advisor Solutions’s Grayscale Bitcoin Trust GBTC Stock Holding History

Dynamic Advisor Solutions’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	$437K	Buy	6,771 +201	+3%	+$11.1K	0.01%	695
2026 Q2	$299K	Sell	6,570 -3,188	-33%	-$178K	0.01%	857
2026 Q1	$515K	Buy	9,758 +43	+0.4%	+$2.56K	0.02%	645
2025 Q4	$664K	Sell	9,715 -38	-0.4%	-$2.98K	0.02%	556
2025 Q3	$876K	Buy	9,753 +4,172	+75%	+$375K	0.03%	498
2025 Q2	$473K	Buy	5,581 +99	+2%	+$7.7K	0.01%	622
2025 Q1	$357K	Sell	5,482 -314	-5%	-$23.1K	0.01%	665
2024 Q4	$429K	Sell	5,796 -1,048	-15%	-$69.1K	0.02%	453
2024 Q3	$346K	Buy	6,844 +198	+3%	+$9.6K	0.01%	710
2024 Q2	$320K	Buy	+6,646	New	+$350K	0.01%	746

Other funds holding GBTC

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

SLT Holdings Scottsdale, Arizona $171M AUM 33.79% 1-Year Est. Return

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

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 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

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

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

Dynamic Advisor Solutions's GBTC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Grayscale Bitcoin Trust (GBTC) stake by 3.1% in Q3 2026, buying an estimated $11.1K and bringing the position to 6,771 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #695.

Dynamic Advisor Solutions first reported a position in GBTC in Q2 2024 and has held it in 10 quarters since. The position peaked at $876K in Q3 2025. 122 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Dynamic Advisor Solutions held 6,771 shares of Grayscale Bitcoin Trust worth $437K as of Q3 2026.
Dynamic Advisor Solutions bought 201 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $11.1K.
Grayscale Bitcoin Trust made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #695 holding.
Dynamic Advisor Solutions first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Grayscale Bitcoin Trust position peaked at $876K in Q3 2025.
122 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.