HIA
BTC

Harbor Investment Advisory’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Harbor Investment Advisory’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 		$107K Buy
4,107
+1,197
+41% +$38K 0.01% 541
2026
Q1 		$87.3K Sell
2,910
-1,580
-35% -$53.4K 0.01% 529
2025
Q4 		$174K Buy
4,490
+2,740
+157% +$121K 0.01% 424
2025
Q3 		$88.6K Buy
1,750
+800
+84% +$40.6K 0.01% 526
2025
Q2 		$45.4K Hold
950
– – ﹤0.01% 649
2025
Q1 		$34.7K Hold
950
– – ﹤0.01% 675
2024
Q4 		$39.8K Buy
+950
New +$35K ﹤0.01% 641

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

Harbor Investment Advisory's BTC Position: Q2 2026 in Review

Harbor Investment Advisory increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 41% in Q2 2026, buying an estimated $38K and bringing the position to 4,107 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #541.

Harbor Investment Advisory first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $174K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Harbor Investment Advisory held 4,107 shares of Grayscale Bitcoin Mini Trust ETF worth $107K as of Q2 2026.
  • Harbor Investment Advisory bought 1,197 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $38K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #541 holding.
  • Harbor Investment Advisory first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Harbor Investment Advisory's Grayscale Bitcoin Mini Trust ETF position peaked at $174K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.