FWM
BTC

Finer Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Finer Wealth 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 		– Sell
-16,736
Closed -$502K – 91
2026
Q1 		$502K Buy
16,736
+9,790
+141% +$331K 0.25% 58
2025
Q4 		$269K Sell
6,946
-155
-2% -$6.87K 0.13% 72
2025
Q3 		$360K Buy
7,101
+1,417
+25% +$71.9K 0.18% 64
2025
Q2 		$271K Sell
5,684
-100
-2% -$4.37K 0.15% 77
2025
Q1 		$211K Sell
5,784
-298
-5% -$12.3K 0.13% 81
2024
Q4 		$255K Buy
6,082
+3,100
+104% +$114K 0.15% 75
2024
Q3 		$83.9K Buy
+2,982
New +$79.5K 0.05% 77

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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

Finer Wealth Management's BTC Position: Q2 2026 in Review

Finer Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 16,736 shares — an estimated $502K sold.

Finer Wealth Management first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $502K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Finer Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Finer Wealth Management sold 16,736 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $502K.
  • Finer Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Finer Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $502K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.