HW
BTC

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

HORAN 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
Q1 		– Sell
-5,896
Closed -$228K – 200
2025
Q4 		$228K Hold
5,896
– – 0.04% 165
2025
Q3 		$299K Buy
5,896
+496
+9% +$25.2K 0.05% 155
2025
Q2 		$258K Buy
+5,400
New +$236K 0.08% 102

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HORAN Wealth's BTC Position: Q1 2026 in Review

HORAN Wealth sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 5,896 shares — an estimated $228K sold.

HORAN Wealth first reported a position in BTC in Q2 2025 and held it in 3 quarters. The position peaked at $299K in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • HORAN Wealth reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • HORAN Wealth sold 5,896 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $228K.
  • HORAN Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 3 quarters.
  • HORAN Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $299K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.