GJIA
BTC

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

Glass Jacobson 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 		$199K Sell
7,684
-32
-0.4% -$1.02K 0.06% 201
2026
Q1 		$231K Buy
7,716
+3,804
+97% +$129K 0.08% 175
2025
Q4 		$152K Sell
3,912
-483
-11% -$21.4K 0.05% 209
2025
Q3 		$223K Hold
4,395
– – 0.08% 176
2025
Q2 		$210K Buy
4,395
+1,319
+43% +$57.6K 0.08% 179
2025
Q1 		$129K Hold
3,076
– – 0.04% 269
2024
Q4 		$129K Buy
3,076
+2,558
+494% +$94.1K 0.04% 269
2024
Q3 		$14.6K Buy
+518
New +$13.8K ﹤0.01% 533

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

Glass Jacobson Investment Advisors's BTC Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.41% in Q2 2026, selling an estimated $1.02K and leaving 7,684 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #201.

Glass Jacobson Investment Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $231K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Glass Jacobson Investment Advisors held 7,684 shares of Grayscale Bitcoin Mini Trust ETF worth $199K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 32 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.02K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.06% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • Glass Jacobson Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Glass Jacobson Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $231K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.