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Kingsview Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Kingsview Wealth Management’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 		$239K Sell
5,255
-1,477
-22% -$82.4K ﹤0.01% 1288
2026
Q1 		$355K Sell
6,732
-1,575
-19% -$93.8K ﹤0.01% 1012
2025
Q4 		$568K Buy
8,307
+268
+3% +$21K 0.01% 801
2025
Q3 		$722K Buy
8,039
+496
+7% +$44.6K 0.01% 696
2025
Q2 		$640K Buy
7,543
+1,215
+19% +$94.5K 0.01% 685
2025
Q1 		$412K Sell
6,328
-3,911
-38% -$288K 0.01% 789
2024
Q4 		$758K Buy
10,239
+5,996
+141% +$395K 0.01% 621
2024
Q3 		$214K Sell
4,243
-1,482
-26% -$72.1K ﹤0.01% 1014
2024
Q2 		$275K Buy
5,725
+171
+3% +$9.01K 0.01% 869
2024
Q1 		$317K Buy
+5,554
New +$244K 0.01% 797

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kingsview Wealth Management's GBTC Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 22% in Q2 2026, selling an estimated $82.4K and leaving 5,255 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Kingsview Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $758K in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Kingsview Wealth Management held 5,255 shares of Grayscale Bitcoin Trust worth $239K as of Q2 2026.
  • Kingsview Wealth Management sold 1,477 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $82.4K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1288 holding.
  • Kingsview Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Kingsview Wealth Management's Grayscale Bitcoin Trust position peaked at $758K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.