McKinley Carter Wealth Services’s Grayscale Bitcoin Trust GBTC Stock Holding History

McKinley Carter 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	$1.46M	Hold	32,107	–	–	0.08%	150
2026 Q1	$1.69M	Hold	32,107	–	–	0.1%	132
2025 Q4	$2.19M	Hold	32,107	–	–	0.12%	117
2025 Q3	$2.88M	Buy	32,107 +108	+0.3%	+$9.72K	0.15%	102
2025 Q2	$2.71M	Sell	31,999 -1,456	-4%	-$113K	0.15%	102
2025 Q1	$2.18M	Hold	33,455	–	–	0.13%	106
2024 Q4	$2.48M	Hold	33,455	–	–	0.15%	97
2024 Q3	$1.69M	Sell	33,455 -3,580	-10%	-$174K	0.1%	129
2024 Q2	$1.78M	Buy	37,035 +202	+0.5%	+$10.6K	0.11%	117
2024 Q1	$2.1M	Buy	+36,833	New	+$1.62M	0.14%	106

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

McKinley Carter Wealth Services's GBTC Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 32,107 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #150.

McKinley Carter Wealth Services first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

McKinley Carter Wealth Services held 32,107 shares of Grayscale Bitcoin Trust worth $1.46M as of Q2 2026.
McKinley Carter Wealth Services left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.08% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #150 holding.
McKinley Carter Wealth Services first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
McKinley Carter Wealth Services's Grayscale Bitcoin Trust position peaked at $2.88M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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