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

Concord Wealth 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	$228K	Hold	8,780	–	–	0.03%	209
2026 Q1	$263K	Hold	8,780	–	–	0.03%	179
2025 Q4	$340K	Buy	8,780 +5,040	+135%	+$223K	0.04%	161
2025 Q3	$189K	Hold	3,740	–	–	0.03%	195
2025 Q2	$179K	Buy	3,740 +570	+18%	+$24.9K	0.03%	213
2025 Q1	$116K	Hold	3,170	–	–	0.02%	228
2024 Q4	$133K	Buy	3,170 +3,150	+15,750%	+$116K	0.02%	227
2024 Q3	$563	Buy	+20	New	+$533	﹤0.01%	891

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

Concord Wealth Partners's BTC Position: Q2 2026 in Review

Concord Wealth Partners held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 8,780 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #209.

Concord Wealth Partners first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $340K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Concord Wealth Partners held 8,780 shares of Grayscale Bitcoin Mini Trust ETF worth $228K as of Q2 2026.
Concord Wealth Partners left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #209 holding.
Concord Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Concord Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $340K in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.