Abound Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Abound Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$887	Hold	24	–	–	﹤0.01%	968
2026 Q2	$623	Sell	24 -6	-20%	-$190	﹤0.01%	908
2026 Q1	$900	Buy	30 +6	+25%	+$203	﹤0.01%	991
2025 Q4	$930	Hold	24	–	–	﹤0.01%	911
2025 Q3	$1.22K	Buy	+24	New	+$1.22K	﹤0.01%	855
2024 Q4	–	Sell	-206	Closed	-$5.8K	–	1354
2024 Q3	$5.8K	Buy	+206	New	+$5.49K	﹤0.01%	520

Other funds holding BTC

Bullish George Town $257M AUM 28.48% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Abound Wealth Management's BTC Position: Q3 2026 in Review

Abound Wealth Management held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2026 at 24 shares worth $887. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Abound Wealth Management first reported a position in BTC in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.8K in Q3 2024. 235 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

Abound Wealth Management held 24 shares of Grayscale Bitcoin Mini Trust ETF worth $887 as of Q3 2026.
Abound Wealth Management left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2026.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #968 holding.
Abound Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 6 quarters since.
Abound Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $5.8K in Q3 2024.
235 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.