Keystone Financial Group (Kentucky)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Keystone Financial Group (Kentucky)’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	$2.7M	Buy	59,355 +1,413	+2%	+$78.8K	0.16%	119
2026 Q1	$3.37M	Buy	57,942 +1,630	+3%	+$97.1K	0.23%	77
2025 Q4	$3.85M	Buy	56,312 +83	+0.1%	+$6.5K	0.28%	66
2025 Q3	$4.6M	Buy	56,229 +1,898	+3%	+$171K	0.35%	56
2025 Q2	$4.99M	Buy	54,331 +580	+1%	+$45.1K	0.45%	48
2025 Q1	$4.17M	Sell	53,751 -978	-2%	-$72.1K	0.42%	52
2024 Q4	$4.17M	Buy	54,729 +41,348	+309%	+$2.73M	0.41%	53
2024 Q3	$676K	Buy	13,381 +2,795	+26%	+$136K	0.09%	157
2024 Q2	$509K	Buy	10,586 +1,451	+16%	+$76.4K	0.18%	77
2024 Q1	$521K	Buy	+9,135	New	+$402K	0.08%	170

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 $103B AUM 28.65% 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 40.91% 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

Keystone Financial Group (Kentucky)'s GBTC Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Grayscale Bitcoin Trust (GBTC) stake by 2.4% in Q2 2026, buying an estimated $78.8K and bringing the position to 59,355 shares worth $2.7M. The position accounts for 0.16% of the portfolio, ranked #119.

Keystone Financial Group (Kentucky) first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.99M in Q2 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Keystone Financial Group (Kentucky) held 59,355 shares of Grayscale Bitcoin Trust worth $2.7M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,413 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $78.8K.
Grayscale Bitcoin Trust made up 0.16% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #119 holding.
Keystone Financial Group (Kentucky) first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Keystone Financial Group (Kentucky)'s Grayscale Bitcoin Trust position peaked at $4.99M in Q2 2025.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.