GWM
BTC

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

GK 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 		$228K Buy
+8,780
New +$279K 0.12% 198
2026
Q1 		– Sell
-10,256
Closed -$397K – 226
2025
Q4 		$397K Buy
10,256
+954
+10% +$42.3K 0.26% 95
2025
Q3 		$471K Buy
9,302
+3,111
+50% +$158K 0.34% 75
2025
Q2 		$296K Sell
6,191
-525
-8% -$22.9K 0.27% 99
2025
Q1 		$245K Buy
6,716
+1,070
+19% +$44.2K 0.28% 106
2024
Q4 		$236K Buy
+5,646
New +$208K 0.3% 104

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

GK Wealth Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 8,780 shares worth $228K. The stake represents 0.12% of the portfolio and ranks #198 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in BTC as recently as Q4 2025.

GK Wealth Management first reported a position in BTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $471K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • GK Wealth Management held 8,780 shares of Grayscale Bitcoin Mini Trust ETF worth $228K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new GK Wealth Management position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.12% of GK Wealth Management's portfolio in Q2 2026, its #198 holding.
  • GK Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $471K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.