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

Apriem 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	$8.57M	Buy	330,202 +43,943	+15%	+$1.4M	0.74%	28
2026 Q1	$8.58M	Buy	286,259 +140,592	+97%	+$4.75M	0.82%	28
2025 Q4	$5.64M	Buy	145,667 +93,713	+180%	+$4.15M	0.52%	40
2025 Q3	$2.63M	Buy	51,954 +2,267	+5%	+$115K	0.25%	59
2025 Q2	$2.37M	Buy	49,687 +330	+0.7%	+$14.4K	0.25%	59
2025 Q1	$1.8M	Buy	49,357 +31,282	+173%	+$1.29M	0.21%	62
2024 Q4	$757K	Buy	+18,075	New	+$665K	0.09%	87

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

Apriem Advisors's BTC Position: Q2 2026 in Review

Apriem Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 15% in Q2 2026, buying an estimated $1.4M and bringing the position to 330,202 shares worth $8.57M. The position accounts for 0.74% of the portfolio, ranked #28.

Apriem Advisors first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.58M in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Apriem Advisors held 330,202 shares of Grayscale Bitcoin Mini Trust ETF worth $8.57M as of Q2 2026.
Apriem Advisors bought 43,943 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.4M.
Grayscale Bitcoin Mini Trust ETF made up 0.74% of Apriem Advisors's portfolio in Q2 2026, its #28 holding.
Apriem Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
Apriem Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $8.58M in Q1 2026.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.