GSWM
BTC

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

Golden State 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 		$4.72K Hold
182
– – ﹤0.01% 1265
2026
Q1 		$5.46K Sell
182
-52
-22% -$1.76K ﹤0.01% 1201
2025
Q4 		$9.06K Hold
234
– – ﹤0.01% 1134
2025
Q3 		$11.8K Sell
234
-421
-64% -$21.4K ﹤0.01% 1060
2025
Q2 		$31.3K Hold
655
– – ﹤0.01% 761
2025
Q1 		$23.9K Hold
655
– – ﹤0.01% 765
2024
Q4 		$27.4K Buy
+655
New +$24.1K ﹤0.01% 690

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

Golden State Wealth Management's BTC Position: Q2 2026 in Review

Golden State Wealth Management held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 182 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Golden State Wealth Management first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.3K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Golden State Wealth Management held 182 shares of Grayscale Bitcoin Mini Trust ETF worth $4.72K as of Q2 2026.
  • Golden State Wealth Management left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1265 holding.
  • Golden State Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $31.3K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.