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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
Q3 		$144K Sell
3,892
-4,888
-56% -$154K 0.08% 226
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

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

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

GK Wealth Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 56% in Q3 2026, selling an estimated $154K and leaving 3,892 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #226.

GK Wealth Management first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q3 2025. 27 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • GK Wealth Management held 3,892 shares of Grayscale Bitcoin Mini Trust ETF worth $144K as of Q3 2026.
  • GK Wealth Management sold 4,888 Grayscale Bitcoin Mini Trust ETF shares in Q3 2026, an estimated $154K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.08% of GK Wealth Management's portfolio in Q3 2026, its #226 holding.
  • GK Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • GK Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $471K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.