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Fiduciary Alliance’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Fiduciary Alliance’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 		– Sell
-13,631
Closed -$453K – 592
2026
Q1 		$453K Buy
13,631
+922
+7% +$31.2K 0.03% 382
2025
Q4 		$492K Buy
12,709
+358
+3% +$15.9K 0.03% 347
2025
Q3 		$625K Sell
12,351
-543
-4% -$27.5K 0.04% 304
2025
Q2 		$616K Sell
12,894
-98
-0.8% -$4.28K 0.05% 292
2025
Q1 		$474K Buy
12,992
+231
+2% +$9.53K 0.05% 264
2024
Q4 		$534K Sell
12,761
-672
-5% -$24.7K 0.05% 228
2024
Q3 		$378K Buy
+13,433
New +$358K 0.05% 183

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

Fiduciary Alliance's BTC Position: Q2 2026 in Review

Fiduciary Alliance sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 13,631 shares — an estimated $453K sold.

Fiduciary Alliance first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $625K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Fiduciary Alliance reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 13,631 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $453K.
  • Fiduciary Alliance first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Fiduciary Alliance's Grayscale Bitcoin Mini Trust ETF position peaked at $625K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.