BHWA
BTC

Beacon Harbor Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Beacon Harbor 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
2025
Q4 		– Sell
-239,537
Closed -$12.1M – 86
2025
Q3 		$12.1M Buy
239,537
+1,348
+0.6% +$68.4K 2.83% 9
2025
Q2 		$11.4M Buy
+238,189
New +$10.4M 2.84% 6

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B
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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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BTC Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2025, closing a stake of 239,537 shares — an estimated $12.1M sold.

Beacon Harbor Wealth Advisors first reported a position in BTC in Q2 2025 and held it in 2 quarters. The position peaked at $12.1M in Q3 2025. 515 funds tracked by Wall St. Rank hold BTC as of Q4 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 239,537 Grayscale Bitcoin Mini Trust ETF shares in Q4 2025, an estimated $12.1M.
  • Beacon Harbor Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $12.1M in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.