CA
BTC

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

Clearstead 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 		$72.2K Buy
2,781
+782
+39% +$24.8K ﹤0.01% 1381
2026
Q1 		$60K Hold
1,999
– – ﹤0.01% 1240
2025
Q4 		$77.4K Buy
1,999
+2
+0.1% +$89 ﹤0.01% 1206
2025
Q3 		$101K Sell
1,997
-100
-5% -$5.07K ﹤0.01% 1054
2025
Q2 		$100K Buy
2,097
+32
+2% +$1.4K ﹤0.01% 1058
2025
Q1 		$75.4K Sell
2,065
-18
-0.9% -$743 ﹤0.01% 1060
2024
Q4 		$87.2K Buy
2,083
+132
+7% +$4.86K ﹤0.01% 1051
2024
Q3 		$54.9K Buy
+1,951
New +$52K ﹤0.01% 1183

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

Clearstead Advisors's BTC Position: Q2 2026 in Review

Clearstead Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 39% in Q2 2026, buying an estimated $24.8K and bringing the position to 2,781 shares worth $72.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Clearstead Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $101K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Clearstead Advisors held 2,781 shares of Grayscale Bitcoin Mini Trust ETF worth $72.2K as of Q2 2026.
  • Clearstead Advisors bought 782 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $24.8K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1381 holding.
  • Clearstead Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $101K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.