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Global Wealth Strategies & Associates’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-41
Closed -$1.23K – 515
2026
Q1 		$1.23K Sell
41
-30
-42% -$1.01K ﹤0.01% 462
2025
Q4 		$2.75K Hold
71
– – ﹤0.01% 402
2025
Q3 		$3.6K Hold
71
– – ﹤0.01% 359
2025
Q2 		$3.39K Hold
71
– – ﹤0.01% 281
2025
Q1 		$2.59K Hold
71
– – ﹤0.01% 370
2024
Q4 		$2.97K Buy
+71
New +$2.61K ﹤0.01% 301

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B
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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
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 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
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Global Wealth Strategies & Associates's BTC Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 41 shares — an estimated $1.23K sold.

Global Wealth Strategies & Associates first reported a position in BTC in Q4 2024 and held it in 6 quarters. The position peaked at $3.6K in Q3 2025. 465 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 41 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.23K.
  • Global Wealth Strategies & Associates first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Grayscale Bitcoin Mini Trust ETF position peaked at $3.6K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.