GIA
BTC

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

Gem 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 		$1.08M Sell
41,617
-103,883
-71% -$3.3M 0.66% 22
2026
Q1 		$4.36M Buy
+145,500
New +$4.92M 4.29% 12

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

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

Gem Investment Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 71% in Q2 2026, selling an estimated $3.3M and leaving 41,617 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #22.

Gem Investment Advisors first reported a position in BTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.36M in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Gem Investment Advisors held 41,617 shares of Grayscale Bitcoin Mini Trust ETF worth $1.08M as of Q2 2026.
  • Gem Investment Advisors sold 103,883 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $3.3M.
  • Grayscale Bitcoin Mini Trust ETF made up 0.66% of Gem Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Gem Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • Gem Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $4.36M in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Gem Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.