AWA
BTC

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

Arete Wealth 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 		$722K Buy
27,819
+17,139
+160% +$544K 0.05% 258
2026
Q1 		$320K Sell
10,680
-1,525
-12% -$51.5K 0.02% 300
2025
Q4 		$473K Buy
12,205
+4,682
+62% +$207K 0.03% 313
2025
Q3 		$381K Buy
+7,523
New +$382K 0.02% 517

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

Arete Wealth Advisors's BTC Position: Q2 2026 in Review

Arete Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 160% in Q2 2026, buying an estimated $544K and bringing the position to 27,819 shares worth $722K. The position accounts for 0.05% of the portfolio, ranked #258.

Arete Wealth Advisors first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Arete Wealth Advisors held 27,819 shares of Grayscale Bitcoin Mini Trust ETF worth $722K as of Q2 2026.
  • Arete Wealth Advisors bought 17,139 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $544K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.05% of Arete Wealth Advisors's portfolio in Q2 2026, its #258 holding.
  • Arete Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.