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Pine Valley Investments’s Grayscale Bitcoin Trust GBTC Stock Holding History

Pine Valley Investments’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 		$843K Buy
18,518
+614
+3% +$34.2K 0.03% 319
2026
Q1 		$945K Sell
17,904
-1,063
-6% -$63.3K 0.04% 303
2025
Q4 		$1.3M Buy
18,967
+1,273
+7% +$99.8K 0.06% 247
2025
Q3 		$1.59M Buy
17,694
+216
+1% +$19.4K 0.08% 226
2025
Q2 		$1.48M Sell
17,478
-218
-1% -$17K 0.08% 221
2025
Q1 		$1.15M Buy
17,696
+790
+5% +$58.2K 0.07% 247
2024
Q4 		$1.25M Buy
16,906
+165
+1% +$10.9K 0.07% 218
2024
Q3 		$845K Sell
16,741
-3,486
-17% -$170K 0.05% 256
2024
Q2 		$973K Buy
20,227
+117
+0.6% +$6.16K 0.06% 232
2024
Q1 		$1.15M Buy
+20,110
New +$885K 0.08% 219

Other funds holding GBTC

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Pine Valley Investments's GBTC Position: Q2 2026 in Review

Pine Valley Investments increased its Grayscale Bitcoin Trust (GBTC) stake by 3.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 18,518 shares worth $843K. The position accounts for 0.03% of the portfolio, ranked #319.

Pine Valley Investments first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q3 2025. 323 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Pine Valley Investments held 18,518 shares of Grayscale Bitcoin Trust worth $843K as of Q2 2026.
  • Pine Valley Investments bought 614 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $34.2K.
  • Grayscale Bitcoin Trust made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #319 holding.
  • Pine Valley Investments first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Pine Valley Investments's Grayscale Bitcoin Trust position peaked at $1.59M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.