Cresset Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cresset Asset 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	$4.37M	Sell	168,492 -2,491	-1%	-$79.1K	0.02%	452
2026 Q1	$5.13M	Buy	+170,983	New	+$5.78M	0.02%	368
2025 Q4	–	Sell	-166,849	Closed	-$8.45M	–	1711
2025 Q3	$8.45M	Sell	166,849 -382	-0.2%	-$19.4K	0.04%	267
2025 Q2	$7.99M	Buy	+167,231	New	+$7.3M	0.04%	256
2024 Q4	–	Sell	-9,259	Closed	-$261K	–	2258
2024 Q3	$261K	Buy	+9,259	New	+$247K	﹤0.01%	1864

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

Cresset Asset Management's BTC Position: Q2 2026 in Review

Cresset Asset Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.5% in Q2 2026, selling an estimated $79.1K and leaving 168,492 shares worth $4.37M. The position accounts for 0.02% of the portfolio, ranked #452.

Cresset Asset Management first reported a position in BTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $8.45M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Cresset Asset Management held 168,492 shares of Grayscale Bitcoin Mini Trust ETF worth $4.37M as of Q2 2026.
Cresset Asset Management sold 2,491 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $79.1K.
Grayscale Bitcoin Mini Trust ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #452 holding.
Cresset Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 5 quarters since.
Cresset Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $8.45M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.