CVM
BTC

Cheviot Value Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cheviot Value 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 		$415 Hold
16
– – ﹤0.01% 408
2026
Q1 		$480 Hold
16
– – ﹤0.01% 386
2025
Q4 		$630 Hold
16
– – ﹤0.01% 371
2025
Q3 		$805 Hold
16
– – ﹤0.01% 401
2025
Q2 		$825 Hold
16
– – ﹤0.01% 385
2025
Q1 		$668 Buy
+16
New +$660 ﹤0.01% 409

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

Cheviot Value Management's BTC Position: Q2 2026 in Review

Cheviot Value Management held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 16 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Cheviot Value Management first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $825 in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Cheviot Value Management held 16 shares of Grayscale Bitcoin Mini Trust ETF worth $415 as of Q2 2026.
  • Cheviot Value Management left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #408 holding.
  • Cheviot Value Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's Grayscale Bitcoin Mini Trust ETF position peaked at $825 in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.