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

Beacon Pointe 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 Q2	$461K	Sell	17,779 -249,782	-93%	-$7.93M	﹤0.01%	1371
2026 Q1	$8.02M	Buy	267,561 +248,751	+1,322%	+$8.41M	0.04%	366
2025 Q4	$729K	Sell	18,810 -14,169	-43%	-$628K	0.01%	936
2025 Q3	$1.67M	Buy	32,979 +10,906	+49%	+$553K	0.01%	590
2025 Q2	$1.05M	Buy	22,073 +9,108	+70%	+$398K	0.01%	660
2025 Q1	$473K	Buy	12,965 +5,964	+85%	+$246K	0.01%	864
2024 Q4	$293K	Sell	7,001 -2,878	-29%	-$106K	﹤0.01%	1017
2024 Q3	$278K	Buy	+9,879	New	+$263K	﹤0.01%	1048

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Beacon Pointe Advisors's BTC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 93% in Q2 2026, selling an estimated $7.93M and leaving 17,779 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Beacon Pointe Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.02M in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Beacon Pointe Advisors held 17,779 shares of Grayscale Bitcoin Mini Trust ETF worth $461K as of Q2 2026.
Beacon Pointe Advisors sold 249,782 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $7.93M.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1371 holding.
Beacon Pointe Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Beacon Pointe Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $8.02M in Q1 2026.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.