KINGSWOOD WEALTH ADVISORS, LLC
Position in GBTC — Grayscale Bitcoin Trust ETF
CIK 1987855
SAN DIEGO, CA
Position in GBTC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,672,358
-$2,098,331 QoQ
Shares Held
278,391
-0.6% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#11
of 598 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GBTC Over Time
Shares Held
Position Value (USD)
All Filings in GBTC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,672,358 | 278,391 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,770,689 | 279,960 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,402,960 | 283,835 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,579,781 | 284,948 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $23,943,691 | 282,255 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $18,662,993 | 286,374 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $21,100,659 | 285,067 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,986,481 | 296,762 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $14,201,262 | 295,282 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $16,903,527 | 296,220 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,386,480 | 523,970 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,629,603 | 497,811 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,872,364 | 511,815 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||