CWA
BTC icon

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

Cura Wealth 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
Q1 		– Sell
-5,578
Closed -$216K – 154
2025
Q4 		$216K Sell
5,578
-4,500
-45% -$199K 0.08% 127
2025
Q3 		$510K Sell
10,078
-1,100
-10% -$55.8K 0.2% 57
2025
Q2 		$534K Sell
11,178
-320
-3% -$14K 0.21% 55
2025
Q1 		$420K Sell
11,498
-1,480
-11% -$61.1K 0.17% 60
2024
Q4 		$543K Buy
+12,978
New +$478K 0.24% 47

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cura Wealth Advisors's BTC Position: Q1 2026 in Review

Cura Wealth Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 5,578 shares — an estimated $216K sold.

Cura Wealth Advisors first reported a position in BTC in Q4 2024 and held it in 5 quarters. The position peaked at $543K in Q4 2024. 492 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Cura Wealth Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Cura Wealth Advisors sold 5,578 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $216K.
  • Cura Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 5 quarters.
  • Cura Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $543K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.