GVAG
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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
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

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HKAM
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HighTower Advisors
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GWM
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ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return