Foundations Investment Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Foundations Investment 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 Q2	$644K	Sell	24,829 -1,491	-6%	-$47.3K	0.01%	701
2026 Q1	$789K	Sell	26,320 -3,934	-13%	-$133K	0.01%	585
2025 Q4	$1.17M	Sell	30,254 -896	-3%	-$39.7K	0.02%	469
2025 Q3	$1.58M	Sell	31,150 -3,378	-10%	-$171K	0.02%	354
2025 Q2	$1.65M	Buy	34,528 +11,779	+52%	+$514K	0.03%	334
2025 Q1	$830K	Buy	22,749 +548	+2%	+$22.6K	0.02%	447
2024 Q4	$930K	Sell	22,201 -435	-2%	-$16K	0.02%	418
2024 Q3	$637K	Buy	+22,636	New	+$603K	0.01%	461

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

Foundations Investment Advisors's BTC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 5.7% in Q2 2026, selling an estimated $47.3K and leaving 24,829 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #701.

Foundations Investment Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Foundations Investment Advisors held 24,829 shares of Grayscale Bitcoin Mini Trust ETF worth $644K as of Q2 2026.
Foundations Investment Advisors sold 1,491 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $47.3K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #701 holding.
Foundations Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.65M in Q2 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.