AssetMark Inc’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

AssetMark Inc’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	$4.51M	Buy	173,925 +18,061	+12%	+$573K	0.01%	754
2026 Q1	$4.67M	Sell	155,864 -32,646	-17%	-$1.1M	0.01%	681
2025 Q4	$7.3M	Buy	188,510 +188,468	+448,733%	+$8.35M	0.01%	568
2025 Q3	$2.13K	Buy	42 +28	+200%	+$1.42K	﹤0.01%	2614
2025 Q2	$669	Hold	14	–	–	﹤0.01%	2686
2025 Q1	$511	Buy	14 +2	+17%	+$83	﹤0.01%	2414
2024 Q4	$502	Hold	12	–	–	﹤0.01%	2371
2024 Q3	$343	Buy	+12	New	+$320	﹤0.01%	2121

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

AssetMark Inc's BTC Position: Q2 2026 in Review

AssetMark Inc increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 12% in Q2 2026, buying an estimated $573K and bringing the position to 173,925 shares worth $4.51M. The position accounts for 0.01% of the portfolio, ranked #754.

AssetMark Inc first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.3M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

AssetMark Inc held 173,925 shares of Grayscale Bitcoin Mini Trust ETF worth $4.51M as of Q2 2026.
AssetMark Inc bought 18,061 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $573K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #754 holding.
AssetMark Inc first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
AssetMark Inc's Grayscale Bitcoin Mini Trust ETF position peaked at $7.3M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.