GWMI
BTC

Guardian Wealth Management (Illinois)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Guardian Wealth Management (Illinois)’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
2025
Q2 		– Sell
-2,022
Closed -$73.8K – 222
2025
Q1 		$73.8K Hold
2,022
– – 0.05% 89
2024
Q4 		$84.7K Buy
2,022
+1,805
+832% +$66.4K 0.06% 93
2024
Q3 		$6.12K Buy
+217
New +$5.78K ﹤0.01% 190

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $715M AUM 19.57% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return