Cerity Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cerity Partners’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	$1.3M	Buy	50,245 +10,691	+27%	+$339K	﹤0.01%	1833
2026 Q1	$1.19M	Sell	39,554 -870	-2%	-$29.4K	﹤0.01%	1768
2025 Q4	$1.57M	Buy	40,424 +12,382	+44%	+$549K	﹤0.01%	1482
2025 Q3	$1.42M	Buy	28,042 +17,267	+160%	+$876K	﹤0.01%	1443
2025 Q2	$515K	Sell	10,775 -1,396	-11%	-$61K	﹤0.01%	1839
2025 Q1	$444K	Buy	12,171 +3,119	+34%	+$129K	﹤0.01%	1834
2024 Q4	$379K	Buy	9,052 +38	+0.4%	+$1.4K	﹤0.01%	1919
2024 Q3	$254K	Buy	+9,014	New	+$240K	﹤0.01%	2178

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

Cerity Partners's BTC Position: Q2 2026 in Review

Cerity Partners increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 27% in Q2 2026, buying an estimated $339K and bringing the position to 50,245 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Cerity Partners first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Cerity Partners held 50,245 shares of Grayscale Bitcoin Mini Trust ETF worth $1.3M as of Q2 2026.
Cerity Partners bought 10,691 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $339K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1833 holding.
Cerity Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Cerity Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $1.57M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.