ULWM
BTC

Upper Left Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Upper Left Wealth 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 		$1.12M Buy
43,315
+13,218
+44% +$420K 0.62% 39
2026
Q1 		$903K Buy
30,097
+6,810
+29% +$230K 0.53% 38
2025
Q4 		$902K Buy
23,287
+2,903
+14% +$129K 0.55% 37
2025
Q3 		$1.03M Buy
20,384
+860
+4% +$43.6K 0.65% 36
2025
Q2 		$932K Buy
19,524
+951
+5% +$41.5K 0.62% 37
2025
Q1 		$678K Buy
+18,573
New +$766K 0.49% 41

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

Upper Left Wealth Management's BTC Position: Q2 2026 in Review

Upper Left Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 44% in Q2 2026, buying an estimated $420K and bringing the position to 43,315 shares worth $1.12M. The position accounts for 0.62% of the portfolio, ranked #39.

Upper Left Wealth Management first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Upper Left Wealth Management held 43,315 shares of Grayscale Bitcoin Mini Trust ETF worth $1.12M as of Q2 2026.
  • Upper Left Wealth Management bought 13,218 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $420K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.62% of Upper Left Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Upper Left Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.