Kestra Private Wealth Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kestra Private Wealth 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 Q2	$2.31M	Sell	50,732 -1,566	-3%	-$87.3K	0.03%	550
2026 Q1	$2.76M	Sell	52,298 -2,710	-5%	-$161K	0.03%	462
2025 Q4	$3.76M	Hold	55,008	–	–	0.05%	371
2025 Q3	$4.94M	Sell	55,008 -1,090	-2%	-$98.1K	0.06%	303
2025 Q2	$4.76M	Buy	56,098 +158	+0.3%	+$12.3K	0.07%	280
2025 Q1	$3.65M	Sell	55,940 -536	-0.9%	-$39.5K	0.06%	311
2024 Q4	$4.18M	Buy	56,476 +8,501	+18%	+$560K	0.07%	276
2024 Q3	$2.42M	Sell	47,975 -21,762	-31%	-$1.06M	0.04%	375
2024 Q2	$3.35M	Sell	69,737 -3,854	-5%	-$203K	0.07%	278
2024 Q1	$4.2M	Buy	+73,591	New	+$3.24M	0.09%	229

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

Kestra Private Wealth Services's GBTC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Grayscale Bitcoin Trust (GBTC) stake by 3% in Q2 2026, selling an estimated $87.3K and leaving 50,732 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #550.

Kestra Private Wealth Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.94M in Q3 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Kestra Private Wealth Services held 50,732 shares of Grayscale Bitcoin Trust worth $2.31M as of Q2 2026.
Kestra Private Wealth Services sold 1,566 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $87.3K.
Grayscale Bitcoin Trust made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #550 holding.
Kestra Private Wealth Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's Grayscale Bitcoin Trust position peaked at $4.94M in Q3 2025.
603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.