KWA
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Kingswood Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.9M Sell
282,255
-4,119
-1% -$349K 1.89% 6
2025
Q1
$18.7M Buy
286,374
+1,307
+0.5% +$85.2K 1.7% 8
2024
Q4
$21.1M Sell
285,067
-11,695
-4% -$866K 1.58% 8
2024
Q3
$15M Buy
296,762
+1,480
+0.5% +$74.7K 1.07% 9
2024
Q2
$15.7M Sell
295,282
-938
-0.3% -$49.9K 1.42% 7
2024
Q1
$18.7M Sell
296,220
-227,750
-43% -$14.4M 2.16% 6
2023
Q4
$18.1M Buy
523,970
+26,159
+5% +$906K 2.06% 6
2023
Q3
$9.55M Sell
497,811
-14,004
-3% -$269K 1.63% 8
2023
Q2
$9.82M Buy
+511,815
New +$9.82M 3.13% 3