FSA
BTC

Financial Security Advisor’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Financial Security Advisor’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 		$3.71M Buy
142,916
+12,851
+10% +$408K 0.6% 27
2026
Q1 		$3.9M Buy
130,065
+32,239
+33% +$1.09M 0.72% 28
2025
Q4 		$3.79M Buy
97,826
+24,521
+33% +$1.09M 0.73% 27
2025
Q3 		$3.71M Buy
73,305
+20,817
+40% +$1.06M 0.79% 24
2025
Q2 		$2.51M Buy
52,488
+22,714
+76% +$992K 0.58% 28
2025
Q1 		$1.09M Buy
+29,774
New +$1.23M 0.28% 43

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

Financial Security Advisor's BTC Position: Q2 2026 in Review

Financial Security Advisor increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 9.9% in Q2 2026, buying an estimated $408K and bringing the position to 142,916 shares worth $3.71M. The position accounts for 0.6% of the portfolio, ranked #27.

Financial Security Advisor first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.9M in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Financial Security Advisor held 142,916 shares of Grayscale Bitcoin Mini Trust ETF worth $3.71M as of Q2 2026.
  • Financial Security Advisor bought 12,851 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $408K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.6% of Financial Security Advisor's portfolio in Q2 2026, its #27 holding.
  • Financial Security Advisor first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • Financial Security Advisor's Grayscale Bitcoin Mini Trust ETF position peaked at $3.9M in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.