HWM
BTC

HFG Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

HFG Wealth Management’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 		$3.08M Sell
118,551
-74,846
-39% -$2.38M 3.09% 16
2026
Q1 		$5.8M Buy
193,397
+34,179
+21% +$1.15M 3.19% 11
2025
Q4 		$6.17M Buy
159,218
+10,849
+7% +$481K 3.4% 10
2025
Q3 		$7.51M Sell
148,369
-26,895
-15% -$1.36M 4.08% 9
2025
Q2 		$6.4M Sell
175,264
-4,163
-2% -$182K 3.9% 9
2025
Q1 		$7.51M Buy
+179,427
New +$7.4M 4.55% 8

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

HFG Wealth Management's BTC Position: Q2 2026 in Review

HFG Wealth Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 39% in Q2 2026, selling an estimated $2.38M and leaving 118,551 shares worth $3.08M. The position accounts for 3.09% of the portfolio, ranked #16.

HFG Wealth Management first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.51M in Q1 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • HFG Wealth Management held 118,551 shares of Grayscale Bitcoin Mini Trust ETF worth $3.08M as of Q2 2026.
  • HFG Wealth Management sold 74,846 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.38M.
  • Grayscale Bitcoin Mini Trust ETF made up 3.09% of HFG Wealth Management's portfolio in Q2 2026, its #16 holding.
  • HFG Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • HFG Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $7.51M in Q1 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.