AWM
BTC

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
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

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Abound Wealth Management's BTC Position: Q2 2026 in Review

Abound Wealth Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 20% in Q2 2026, selling an estimated $190 and leaving 24 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Abound Wealth Management first reported a position in BTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $5.8K in Q3 2024. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Abound Wealth Management held 24 shares of Grayscale Bitcoin Mini Trust ETF worth $623 as of Q2 2026.
  • Abound Wealth Management sold 6 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $190.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #908 holding.
  • Abound Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 5 quarters since.
  • Abound Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $5.8K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.