AWM
BTC

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

AE 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 		$498K Buy
19,205
+5,287
+38% +$168K ﹤0.01% 1217
2026
Q1 		$417K Buy
13,918
+7,450
+115% +$252K ﹤0.01% 1201
2025
Q4 		$251K Buy
6,468
+1,899
+42% +$84.2K ﹤0.01% 1402
2025
Q3 		$231K Sell
4,569
-30
-0.7% -$1.52K ﹤0.01% 1328
2025
Q2 		$220K Buy
+4,599
New +$201K ﹤0.01% 1265
2025
Q1 		– Sell
-5,093
Closed -$213K – 2302
2024
Q4 		$213K Buy
5,093
+1,441
+39% +$53K ﹤0.01% 1247
2024
Q3 		$103K Buy
+3,652
New +$97.3K ﹤0.01% 1208

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

AE Wealth Management's BTC Position: Q2 2026 in Review

AE Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 38% in Q2 2026, buying an estimated $168K and bringing the position to 19,205 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

AE Wealth Management first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • AE Wealth Management held 19,205 shares of Grayscale Bitcoin Mini Trust ETF worth $498K as of Q2 2026.
  • AE Wealth Management bought 5,287 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $168K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1217 holding.
  • AE Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.