Great Valley Advisor Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Great Valley Advisor Group’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	$232K	Sell	5,095 -383	-7%	-$21.4K	﹤0.01%	931
2026 Q1	$289K	Buy	5,478 +21	+0.4%	+$1.25K	0.01%	838
2025 Q4	$373K	Sell	5,457 -202	-4%	-$15.8K	0.01%	715
2025 Q3	$508K	Sell	5,659 -283	-5%	-$25.5K	0.01%	620
2025 Q2	$504K	Buy	5,942 +125	+2%	+$9.72K	0.01%	607
2025 Q1	$379K	Sell	5,817 -507	-8%	-$37.4K	0.01%	657
2024 Q4	$468K	Buy	6,324 +614	+11%	+$40.5K	0.01%	587
2024 Q3	$288K	Sell	5,710 -592	-9%	-$28.8K	0.01%	696
2024 Q2	$303K	Buy	6,302 +515	+9%	+$27.1K	0.01%	642
2024 Q1	$331K	Buy	+5,787	New	+$255K	0.01%	581

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

Great Valley Advisor Group's GBTC Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Grayscale Bitcoin Trust (GBTC) stake by 7% in Q2 2026, selling an estimated $21.4K and leaving 5,095 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Great Valley Advisor Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $508K in Q3 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Great Valley Advisor Group held 5,095 shares of Grayscale Bitcoin Trust worth $232K as of Q2 2026.
Great Valley Advisor Group sold 383 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $21.4K.
Grayscale Bitcoin Trust made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #931 holding.
Great Valley Advisor Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Great Valley Advisor Group's Grayscale Bitcoin Trust position peaked at $508K in Q3 2025.
603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.