AA
BTC

Addison Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Addison Advisors’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 		– Sell
-80
Closed -$2.4K – 1030
2026
Q1 		$2.4K Hold
80
– – ﹤0.01% 815
2025
Q4 		$3.1K Hold
80
– – ﹤0.01% 750
2025
Q3 		$4.05K Hold
80
– – ﹤0.01% 724
2025
Q2 		$3.82K Hold
80
– – ﹤0.01% 724
2025
Q1 		$2.92K Hold
80
– – ﹤0.01% 721
2024
Q4 		$3.35K Hold
80
– – ﹤0.01% 711
2024
Q3 		$2.25K Buy
+80
New +$2.13K ﹤0.01% 732

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

Addison Advisors's BTC Position: Q2 2026 in Review

Addison Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 80 shares — an estimated $2.4K sold.

Addison Advisors first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $4.05K in Q3 2025. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Addison Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 80 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.4K.
  • Addison Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Addison Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $4.05K in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.