GWSA
BTC

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

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

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. 73 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.
  • 73 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.