Oliver Lagore Vanvalin Investment Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$248K	Buy	+3,811	New	+$296K	0.1%	120
2024 Q4	$493K	Sell	6,666 -364	-5%	-$24K	0.13%	88
2024 Q3	$355K	Sell	7,030 -19,157	-73%	-$932K	0.1%	97
2024 Q2	$1.26M	Sell	26,187 -7,369	-22%	-$388K	0.36%	55
2024 Q1	$1.91M	Buy	+33,556	New	+$1.48M	0.56%	32

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

MCM

Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GBTC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2025: 3,811 shares worth $248K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in GBTC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in GBTC in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2024. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,811 shares of Grayscale Bitcoin Trust worth $248K as of Q2 2025.
Grayscale Bitcoin Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Grayscale Bitcoin Trust made up 0.1% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #120 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 5 quarters since.
Oliver Lagore Vanvalin Investment Group's Grayscale Bitcoin Trust position peaked at $1.91M in Q1 2024.
762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.