HP
BTC

Haven Private’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Haven Private’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 		$397K Sell
15,310
-299
-2% -$9.49K 0.15% 115
2026
Q1 		$468K Hold
15,609
– – 0.2% 108
2025
Q4 		$605K Buy
15,609
+50
+0.3% +$2.22K 0.26% 86
2025
Q3 		$788K Sell
15,559
-217
-1% -$11K 0.35% 66
2025
Q2 		$753K Buy
15,776
+78
+0.5% +$3.41K 0.33% 75
2025
Q1 		$573K Buy
15,698
+721
+5% +$29.8K 0.32% 75
2024
Q4 		$627K Buy
+14,977
New +$551K 0.35% 71

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

Haven Private's BTC Position: Q2 2026 in Review

Haven Private reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.9% in Q2 2026, selling an estimated $9.49K and leaving 15,310 shares worth $397K. The position accounts for 0.15% of the portfolio, ranked #115.

Haven Private first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $788K in Q3 2025. 462 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Haven Private held 15,310 shares of Grayscale Bitcoin Mini Trust ETF worth $397K as of Q2 2026.
  • Haven Private sold 299 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $9.49K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.15% of Haven Private's portfolio in Q2 2026, its #115 holding.
  • Haven Private first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Haven Private's Grayscale Bitcoin Mini Trust ETF position peaked at $788K in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.