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 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%	+$9.64K	0.01%	710
2024 Q2	$320K	Buy	+6,646	New	+$350K	0.01%	746

Other funds holding GBTC

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return