Private Wealth Asset Management’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Private Wealth Asset Management’s Portfolio WGMI Stock Details WGMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87K	Hold	2,500	–	–	0.01%	346
2025 Q4	$95.7K	Hold	2,500	–	–	0.01%	334
2025 Q3	$111K	Hold	2,500	–	–	0.01%	298
2025 Q2	$56.9K	Hold	2,500	–	–	0.01%	375
2025 Q1	$31.9K	Buy	+2,500	New	+$50K	﹤0.01%	439

Other funds holding WGMI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Asset Management's WGMI Position: Q1 2026 in Review

Private Wealth Asset Management held its CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) position steady in Q1 2026 at 2,500 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #346.

Private Wealth Asset Management first reported a position in WGMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $111K in Q3 2025. 45 funds tracked by Wall St. Rank hold WGMI as of Q1 2026.

Private Wealth Asset Management held 2,500 shares of CoinShares ETF Trust CoinShares Bitcoin Mining ETF worth $87K as of Q1 2026.
Private Wealth Asset Management left its CoinShares ETF Trust CoinShares Bitcoin Mining ETF share count unchanged in Q1 2026.
CoinShares ETF Trust CoinShares Bitcoin Mining ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #346 holding.
Private Wealth Asset Management first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $111K in Q3 2025.
45 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.