Claro Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Claro 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	$881K	Buy	33,957 +2,345	+7%	+$74.5K	0.09%	180
2026 Q1	$948K	Sell	31,612 -16,449	-34%	-$556K	0.11%	153
2025 Q4	$1.86M	Sell	48,061 -1,435	-3%	-$63.6K	0.25%	80
2025 Q3	$2.51M	Sell	49,496 -66	-0.1%	-$3.35K	0.37%	57
2025 Q2	$2.37M	Buy	49,562 +4,680	+10%	+$204K	0.39%	53
2025 Q1	$1.64M	Buy	44,882 +2,417	+6%	+$99.7K	0.22%	84
2024 Q4	$1.78M	Buy	42,465 +21,015	+98%	+$773K	0.24%	79
2024 Q3	$604K	Buy	+21,450	New	+$572K	0.08%	237

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

Claro Advisors's BTC Position: Q2 2026 in Review

Claro Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 7.4% in Q2 2026, buying an estimated $74.5K and bringing the position to 33,957 shares worth $881K. The position accounts for 0.09% of the portfolio, ranked #180.

Claro Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.51M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Claro Advisors held 33,957 shares of Grayscale Bitcoin Mini Trust ETF worth $881K as of Q2 2026.
Claro Advisors bought 2,345 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $74.5K.
Grayscale Bitcoin Mini Trust ETF made up 0.09% of Claro Advisors's portfolio in Q2 2026, its #180 holding.
Claro Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Claro Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $2.51M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.