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

Aries 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	$1.67M	Buy	64,542 +840	+1%	+$26.7K	0.33%	62
2026 Q1	$1.91M	Buy	63,702 +13,241	+26%	+$447K	0.42%	53
2025 Q4	$1.95M	Buy	50,461 +12,958	+35%	+$574K	0.43%	53
2025 Q3	$1.9M	Buy	37,503 +2,835	+8%	+$144K	0.45%	56
2025 Q2	$1.66M	Buy	34,668 +2,819	+9%	+$123K	0.43%	58
2025 Q1	$1.16M	Buy	31,849 +17,376	+120%	+$717K	0.32%	79
2024 Q4	$606K	Buy	14,473 +3,086	+27%	+$114K	0.17%	126
2024 Q3	$321K	Buy	+11,387	New	+$303K	0.09%	178

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

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

Aries Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 64,542 shares worth $1.67M. The position accounts for 0.33% of the portfolio, ranked #62.

Aries Wealth Management first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Aries Wealth Management held 64,542 shares of Grayscale Bitcoin Mini Trust ETF worth $1.67M as of Q2 2026.
Aries Wealth Management bought 840 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $26.7K.
Grayscale Bitcoin Mini Trust ETF made up 0.33% of Aries Wealth Management's portfolio in Q2 2026, its #62 holding.
Aries Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Aries Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.95M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.