Allworth Financial’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Allworth Financial’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	$149K	Sell	5,726 -233	-4%	-$7.4K	﹤0.01%	1697
2026 Q1	$179K	Sell	5,959 -24	-0.4%	-$811	﹤0.01%	1476
2025 Q4	$232K	Sell	5,983 -110	-2%	-$4.88K	﹤0.01%	1276
2025 Q3	$308K	Buy	6,093 +5,399	+778%	+$274K	﹤0.01%	1080
2025 Q2	$33.1K	Sell	694 -161	-19%	-$7.03K	﹤0.01%	2201
2025 Q1	$35.5K	Sell	855 -681	-44%	-$28.1K	﹤0.01%	1730
2024 Q4	$71.1K	Buy	1,536 +929	+153%	+$34.2K	﹤0.01%	1413
2024 Q3	$17.1K	Buy	+607	New	+$16.2K	﹤0.01%	2010

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Allworth Financial's BTC Position: Q2 2026 in Review

Allworth Financial reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.9% in Q2 2026, selling an estimated $7.4K and leaving 5,726 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Allworth Financial first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $308K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Allworth Financial held 5,726 shares of Grayscale Bitcoin Mini Trust ETF worth $149K as of Q2 2026.
Allworth Financial sold 233 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $7.4K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1697 holding.
Allworth Financial first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Allworth Financial's Grayscale Bitcoin Mini Trust ETF position peaked at $308K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.