KINGSWOOD WEALTH ADVISORS, LLC GBTC holdings history
GRAYSCALE BITCOIN TRUST ETF · CUSIP 389637109 · CIK 1987855
As of 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC reported 278.39K GBTC (shares), valued at $12.67M, or 0.51% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.56%; reported value decreased 14.21%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.51% | 278,391 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 0.70% | 279,960 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 0.94% | 283,835 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 1.55% | 284,948 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 1.89% | 282,255 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 1.70% | 286,374 | SEC filing ↗Filed Jul 25, 2025AmendedCombination report |
| Q4 2024 | 1.58% | 285,067 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.07% | 296,762 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.42% | 295,282 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 2.16% | 296,220 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 2.06% | 523,970 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.06% | 523,970 | $18.14M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 2.16% | 296,220 | $18.71M | Shares decreased 43.47%; reported value increased 3.16%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.42% | 295,282 | $15.72M | Shares decreased 0.32%; reported value decreased 15.99%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 1.07% | 296,762 | $14.99M | Shares increased 0.50%; reported value decreased 4.67%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.58% | 285,067 | $21.10M | Shares decreased 3.94%; reported value increased 40.80%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 1.70% | 286,374 | $18.66M | Shares increased 0.46%; reported value decreased 11.55%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q2 2025 | 1.89% | 282,255 | $23.94M | Shares decreased 1.44%; reported value increased 28.29%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 1.55% | 284,948 | $25.58M | Shares increased 0.95%; reported value increased 6.83%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.94% | 283,835 | $19.40M | Shares decreased 0.39%; reported value decreased 24.15%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.70% | 279,960 | $14.77M | Shares decreased 1.37%; reported value decreased 23.87%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 0.51% | 278,391 | $12.67M | Shares decreased 0.56%; reported value decreased 14.21%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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