AWM
BTC

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

Avondale 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 		$249K Buy
+9,584
New +$304K 0.1% 63
2025
Q1 		– Sell
-125
Closed -$5.23K – 119
2024
Q4 		$5.23K Hold
125
– – ﹤0.01% 108
2024
Q3 		$3.52K Buy
+125
New +$3.33K ﹤0.01% 110

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

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

Avondale Wealth Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 9,584 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #63 among its holdings. This is a return to the name: Avondale Wealth Management previously reported a position in BTC as recently as Q4 2024.

Avondale Wealth Management first reported a position in BTC in Q3 2024 and has held it in 3 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Avondale Wealth Management held 9,584 shares of Grayscale Bitcoin Mini Trust ETF worth $249K as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Avondale Wealth Management position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.1% of Avondale Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Avondale Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 3 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

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