Mindset Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Mindset Wealth Management’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$207K	Buy	+3,200	New	+$176K	0.04%	191

Other funds holding GBTC

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mindset Wealth Management's GBTC Position: Q3 2026 in Review

Mindset Wealth Management opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 3,200 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings.

232 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Mindset Wealth Management held 3,200 shares of Grayscale Bitcoin Trust worth $207K as of Q3 2026.
Grayscale Bitcoin Trust was a new Mindset Wealth Management position in Q3 2026.
Grayscale Bitcoin Trust made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #191 holding.
232 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.