BWM
BTC

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

Bullock 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 		$1.43K Hold
54
– – ﹤0.01% 563
2026
Q1 		$1.63K Hold
54
– – ﹤0.01% 566
2025
Q4 		$2.09K Hold
54
– – ﹤0.01% 515
2025
Q3 		$2.81K Hold
54
– – ﹤0.01% 517
2025
Q2 		$2.52K Hold
54
– – ﹤0.01% 493
2025
Q1 		$2.03K Buy
54
+20
+59% +$825 ﹤0.01% 492
2024
Q4 		$1.42K Sell
34
-1
-3% -$37 ﹤0.01% 530
2024
Q3 		$954 Buy
+35
New +$933 ﹤0.01% 532

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

Bullock Wealth Management's BTC Position: Q2 2026 in Review

Bullock Wealth Management held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 54 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Bullock Wealth Management first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.81K in Q3 2025. 465 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Bullock Wealth Management held 54 shares of Grayscale Bitcoin Mini Trust ETF worth $1.43K as of Q2 2026.
  • Bullock 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 Bullock Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Bullock Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Bullock Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $2.81K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.