PWAM
BTC

Private Wealth Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Private Wealth Asset 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 		$1.12K Buy
43
+18
+72% +$571 ﹤0.01% 884
2026
Q1 		$750 Hold
25
– – ﹤0.01% 890
2025
Q4 		$968 Hold
25
– – ﹤0.01% 868
2025
Q3 		$1.27K Buy
+25
New +$1.27K ﹤0.01% 837

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

Private Wealth Asset Management's BTC Position: Q2 2026 in Review

Private Wealth Asset Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 72% in Q2 2026, buying an estimated $571 and bringing the position to 43 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Private Wealth Asset Management first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27K in Q3 2025. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Private Wealth Asset Management held 43 shares of Grayscale Bitcoin Mini Trust ETF worth $1.12K as of Q2 2026.
  • Private Wealth Asset Management bought 18 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $571.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #884 holding.
  • Private Wealth Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Wealth Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.27K in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.