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

Kingswood Wealth Advisors’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 		$12.7M Sell
278,391
-1,569
-0.6% -$87.5K 0.51% 31
2026
Q1 		$14.8M Sell
279,960
-3,875
-1% -$231K 0.7% 22
2025
Q4 		$19.4M Sell
283,835
-1,113
-0.4% -$87.2K 0.94% 18
2025
Q3 		$25.6M Buy
284,948
+2,693
+1% +$242K 1.55% 9
2025
Q2 		$23.9M Sell
282,255
-4,119
-1% -$320K 1.89% 6
2025
Q1 		$18.7M Buy
286,374
+1,307
+0.5% +$96.3K 1.7% 8
2024
Q4 		$21.1M Sell
285,067
-11,695
-4% -$771K 1.58% 8
2024
Q3 		$15M Sell
296,762
-30,115
-9% -$1.47M 1.07% 9
2024
Q2 		$15.7M Sell
326,877
-1,039
-0.3% -$54.7K 1.42% 7
2024
Q1 		$18.7M Buy
+327,916
New +$14.4M 2.16% 6

Other funds holding GBTC

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
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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Kingswood Wealth Advisors's GBTC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.56% in Q2 2026, selling an estimated $87.5K and leaving 278,391 shares worth $12.7M. The position accounts for 0.51% of the portfolio, ranked #31.

Kingswood Wealth Advisors first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.6M in Q3 2025. 402 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Kingswood Wealth Advisors held 278,391 shares of Grayscale Bitcoin Trust worth $12.7M as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,569 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $87.5K.
  • Grayscale Bitcoin Trust made up 0.51% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Kingswood Wealth Advisors first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's Grayscale Bitcoin Trust position peaked at $25.6M in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.