Kelleher Financial Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kelleher Financial Advisors’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	$745K	Buy	16,362 +13,901	+565%	+$775K	0.11%	133
2026 Q1	$138K	Sell	2,461 -6	-0.2%	-$357	0.04%	241
2025 Q4	$169K	Hold	2,467	–	–	0.04%	238
2025 Q3	$221K	Sell	2,467 -5,394	-69%	-$485K	0.06%	171
2025 Q2	$667K	Hold	7,861	–	–	0.23%	63
2025 Q1	$512K	Hold	7,861	–	–	0.2%	69
2024 Q4	$582K	Buy	7,861 +2,150	+38%	+$142K	0.22%	62
2024 Q3	$288K	Sell	5,711 -1,165	-17%	-$56.7K	0.11%	95
2024 Q2	$331K	Hold	6,876	–	–	0.14%	89
2024 Q1	$392K	Buy	+6,876	New	+$303K	0.16%	85

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

Kelleher Financial Advisors's GBTC Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Grayscale Bitcoin Trust (GBTC) stake by 565% in Q2 2026, buying an estimated $775K and bringing the position to 16,362 shares worth $745K. The position accounts for 0.11% of the portfolio, ranked #133.

Kelleher Financial Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Kelleher Financial Advisors held 16,362 shares of Grayscale Bitcoin Trust worth $745K as of Q2 2026.
Kelleher Financial Advisors bought 13,901 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $775K.
Grayscale Bitcoin Trust made up 0.11% of Kelleher Financial Advisors's portfolio in Q2 2026, its #133 holding.
Kelleher Financial Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.