BHIA
BTC

Birch Hill Investment Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Birch Hill Investment 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 		$720K Sell
27,761
-1,000
-3% -$31.8K 0.03% 134
2026
Q1 		$863K Hold
28,761
– – 0.04% 117
2025
Q4 		$1.11M Sell
28,761
-2,000
-7% -$88.6K 0.05% 110
2025
Q3 		$1.56M Hold
30,761
– – 0.07% 95
2025
Q2 		$1.47M Hold
30,761
– – 0.07% 98
2025
Q1 		$1.12M Buy
30,761
+3,259
+12% +$134K 0.05% 104
2024
Q4 		$1.15M Hold
27,502
– – 0.05% 103
2024
Q3 		$774K Buy
+27,502
New +$733K 0.04% 114

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

Birch Hill Investment Advisors's BTC Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3.5% in Q2 2026, selling an estimated $31.8K and leaving 27,761 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #134.

Birch Hill Investment Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Birch Hill Investment Advisors held 27,761 shares of Grayscale Bitcoin Mini Trust ETF worth $720K as of Q2 2026.
  • Birch Hill Investment Advisors sold 1,000 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $31.8K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Birch Hill Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Birch Hill Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.56M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.