ADL
BTC

Asset Dedication LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Asset Dedication LLC’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 		– Sell
-1,175
Closed -$35.2K – 1287
2026
Q1 		$35.2K Hold
1,175
– – ﹤0.01% 535
2025
Q4 		$45.5K Hold
1,175
– – ﹤0.01% 509
2025
Q3 		$59.5K Hold
1,175
– – ﹤0.01% 494
2025
Q2 		$56.1K Hold
1,175
– – ﹤0.01% 501
2025
Q1 		$42.9K Hold
1,175
– – ﹤0.01% 505
2024
Q4 		$49.2K Buy
1,175
+1,025
+683% +$37.7K ﹤0.01% 486
2024
Q3 		$4.23K Buy
+150
New +$4K ﹤0.01% 926

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

Asset Dedication LLC's BTC Position: Q2 2026 in Review

Asset Dedication LLC sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 1,175 shares — an estimated $35.2K sold.

Asset Dedication LLC first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $59.5K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Asset Dedication LLC reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Asset Dedication LLC sold 1,175 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $35.2K.
  • Asset Dedication LLC first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Asset Dedication LLC's Grayscale Bitcoin Mini Trust ETF position peaked at $59.5K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.