BCM
BTC

Boreal Capital Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Boreal Capital 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 		$519 Buy
+20
New +$635 ﹤0.01% 485
2026
Q1 		– Sell
-276
Closed -$9.33K – 450
2025
Q4 		$10.7K Hold
276
– – 0.01% 335
2025
Q3 		$14K Sell
276
-434
-61% -$22K 0.01% 313
2025
Q2 		$33.9K Buy
+710
New +$31K 0.03% 234

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

Boreal Capital Management's BTC Position: Q2 2026 in Review

Boreal Capital Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026: 20 shares worth $519. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in BTC as recently as Q4 2025.

Boreal Capital Management first reported a position in BTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.9K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Boreal Capital Management held 20 shares of Grayscale Bitcoin Mini Trust ETF worth $519 as of Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF was a new Boreal Capital Management position in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Boreal Capital Management's portfolio in Q2 2026, its #485 holding.
  • Boreal Capital Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Grayscale Bitcoin Mini Trust ETF position peaked at $33.9K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.