AIM
BTC

Advyzon Investment Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Advyzon Investment 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 		$463K Buy
17,858
+1,835
+11% +$58.3K 0.03% 504
2026
Q1 		$481K Buy
16,023
+7,031
+78% +$238K 0.04% 415
2025
Q4 		$348K Buy
+8,992
New +$398K 0.04% 410

Other funds holding BTC

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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

Advyzon Investment Management's BTC Position: Q2 2026 in Review

Advyzon Investment Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 11% in Q2 2026, buying an estimated $58.3K and bringing the position to 17,858 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #504.

Advyzon Investment Management first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $481K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Advyzon Investment Management held 17,858 shares of Grayscale Bitcoin Mini Trust ETF worth $463K as of Q2 2026.
  • Advyzon Investment Management bought 1,835 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $58.3K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #504 holding.
  • Advyzon Investment Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's Grayscale Bitcoin Mini Trust ETF position peaked at $481K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.