Aurora Private Wealth’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Aurora Private Wealth’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 Q3	$217K	Buy	+5,862	New	+$185K	0.14%	157
2026 Q2	–	Sell	-5,423	Closed	-$210K	–	195
2026 Q1	$210K	Hold	5,423	–	–	0.15%	156
2025 Q4	$210K	Buy	+5,423	New	+$240K	0.14%	150
2025 Q2	$224K	Buy	+4,699	New	+$205K	0.17%	147
2024 Q4	–	Sell	-4,526	Closed	-$127K	–	171
2024 Q3	$127K	Buy	+4,526	New	+$121K	0.1%	152

Other funds holding BTC

Bullish George Town $257M AUM 28.48% 1-Year Est. Return

Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

MATAURO New York $814M AUM 14.94% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aurora Private Wealth's BTC Position: Q3 2026 in Review

Aurora Private Wealth opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2026: 5,862 shares worth $217K. The stake represents 0.14% of the portfolio and ranks #157 among its holdings. This is a return to the name: Aurora Private Wealth previously reported a position in BTC as recently as Q1 2026.

Aurora Private Wealth first reported a position in BTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $224K in Q2 2025. 291 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

Aurora Private Wealth held 5,862 shares of Grayscale Bitcoin Mini Trust ETF worth $217K as of Q3 2026.
Grayscale Bitcoin Mini Trust ETF was a new Aurora Private Wealth position in Q3 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.14% of Aurora Private Wealth's portfolio in Q3 2026, its #157 holding.
Aurora Private Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 5 quarters since.
Aurora Private Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $224K in Q2 2025.
291 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.