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

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 40.89% 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

Dynamic Advisor Solutions's GBTC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Grayscale Bitcoin Trust (GBTC) stake by 33% in Q2 2026, selling an estimated $178K and leaving 6,570 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #857.

Dynamic Advisor Solutions first reported a position in GBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $876K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Dynamic Advisor Solutions held 6,570 shares of Grayscale Bitcoin Trust worth $299K as of Q2 2026.
Dynamic Advisor Solutions sold 3,188 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $178K.
Grayscale Bitcoin Trust made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #857 holding.
Dynamic Advisor Solutions first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Grayscale Bitcoin Trust position peaked at $876K in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.