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Kestra Advisory Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kestra Advisory Services’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 		$5.58M Buy
105,842
+5,105
+5% +$304K 0.02% 738
2025
Q4 		$6.89M Sell
100,737
-699
-0.7% -$54.8K 0.03% 571
2025
Q3 		$9.11M Sell
101,436
-23,271
-19% -$2.09M 0.04% 432
2025
Q2 		$10.6M Sell
124,707
-24,904
-17% -$1.94M 0.05% 362
2025
Q1 		$9.75M Sell
149,611
-15,455
-9% -$1.14M 0.05% 356
2024
Q4 		$12.2M Buy
165,066
+35,350
+27% +$2.33M 0.07% 305
2024
Q3 		$6.55M Sell
129,716
-50,591
-28% -$2.46M 0.04% 502
2024
Q2 		$8.15M Sell
180,307
-9,553
-5% -$503K 0.05% 419
2024
Q1 		$10.8M Buy
+189,860
New +$8.35M 0.07% 288

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GWM
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ML
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Susquehanna International Group
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MRI
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ECM
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Wealthfront Advisers
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MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return