BHWM
BTC

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

Bay Harbor 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 		$14.5K Hold
558
– – ﹤0.01% 225
2026
Q1 		$16.7K Hold
558
– – ﹤0.01% 167
2025
Q4 		$21.6K Hold
558
– – 0.01% 134
2025
Q3 		$28.3K Hold
558
– – 0.01% 118
2025
Q2 		$26.6K Hold
558
– – 0.01% 121
2025
Q1 		$20.4K Hold
558
– – 0.01% 116
2024
Q4 		$23.4K Buy
+558
New +$20.5K 0.01% 116

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

Bay Harbor Wealth Management's BTC Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 558 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Bay Harbor Wealth Management first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.3K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Bay Harbor Wealth Management held 558 shares of Grayscale Bitcoin Mini Trust ETF worth $14.5K as of Q2 2026.
  • Bay Harbor Wealth Management left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Bay Harbor Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Bay Harbor Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $28.3K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.