HIW
BTC

Holos Integrated Wealth’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Holos Integrated Wealth’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 		$2.26K Hold
80
– – ﹤0.01% 337
2026
Q1 		$2.44K Hold
80
– – ﹤0.01% 340
2025
Q4 		$3.18K Hold
80
– – ﹤0.01% 255
2025
Q3 		$4.13K Hold
80
– – ﹤0.01% 241
2025
Q2 		$4.13K Hold
80
– – ﹤0.01% 239
2025
Q1 		$2.92K Hold
80
– – ﹤0.01% 264
2024
Q4 		$3.35K Buy
+80
New +$2.94K ﹤0.01% 253

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

Holos Integrated Wealth's BTC Position: Q2 2026 in Review

Holos Integrated Wealth held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 80 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Holos Integrated Wealth first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.13K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Holos Integrated Wealth held 80 shares of Grayscale Bitcoin Mini Trust ETF worth $2.26K as of Q2 2026.
  • Holos Integrated Wealth left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #337 holding.
  • Holos Integrated Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $4.13K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.