BC
BTC

Barrett & Company’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Barrett & Company’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 		$519 Hold
20
– – ﹤0.01% 682
2026
Q1 		$600 Hold
20
– – ﹤0.01% 630
2025
Q4 		$775 Hold
20
– – ﹤0.01% 627
2025
Q3 		$1.01K Hold
20
– – ﹤0.01% 608
2025
Q2 		$955 Hold
20
– – ﹤0.01% 607
2025
Q1 		$730 Hold
20
– – ﹤0.01% 594
2024
Q4 		$837 Hold
20
– – ﹤0.01% 585
2024
Q3 		$563 Buy
+20
New +$533 ﹤0.01% 561

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

Barrett & Company's BTC Position: Q2 2026 in Review

Barrett & Company held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 20 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Barrett & Company first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Barrett & Company held 20 shares of Grayscale Bitcoin Mini Trust ETF worth $519 as of Q2 2026.
  • Barrett & Company left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #682 holding.
  • Barrett & Company first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Barrett & Company's Grayscale Bitcoin Mini Trust ETF position peaked at $1.01K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.