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Golden State Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Golden State Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4K Sell
685
-94
-12% -$6.25K ﹤0.01% 733
2025
Q4 		$59.4K Hold
779
– – 0.01% 648
2025
Q3 		$77.8K Hold
779
– – 0.01% 562
2025
Q2 		$73.2K Hold
779
– – 0.01% 559
2025
Q1 		$56.1K Hold
779
– – 0.01% 568
2024
Q4 		$63.6K Buy
+779
New +$56.5K 0.01% 533

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Golden State Wealth Management's FBTC Position: Q1 2026 in Review

Golden State Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 12% in Q1 2026, selling an estimated $6.25K and leaving 685 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Golden State Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.8K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Golden State Wealth Management held 685 shares of Fidelity Wise Origin Bitcoin Fund worth $40.4K as of Q1 2026.
  • Golden State Wealth Management sold 94 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $6.25K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #733 holding.
  • Golden State Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $77.8K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.