BRWA
BTC

B. Riley Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-48,845
Closed -$1.89M – 1140
2025
Q4 		$1.89M Sell
48,845
-13,108
-21% -$581K 0.09% 215
2025
Q3 		$3.14M Buy
61,953
+2,489
+4% +$126K 0.15% 143
2025
Q2 		$2.84M Buy
59,464
+2,005
+3% +$87.6K 0.13% 158
2025
Q1 		$2.1M Buy
57,459
+50,031
+674% +$2.06M 0.06% 305
2024
Q4 		$311K Sell
7,428
-2,902
-28% -$107K 0.01% 860
2024
Q3 		$285K Buy
+10,330
New +$275K 0.01% 981

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

B. Riley Wealth Advisors's BTC Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 48,845 shares — an estimated $1.89M sold.

B. Riley Wealth Advisors first reported a position in BTC in Q3 2024 and held it in 6 quarters. The position peaked at $3.14M in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 48,845 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $1.89M.
  • B. Riley Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $3.14M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.