IA
BTC

IFP Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

IFP Advisors’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 		$611K Buy
23,535
+8,210
+54% +$261K 0.01% 954
2026
Q1 		$460K Buy
15,325
+744
+5% +$25.1K 0.01% 1005
2025
Q4 		$565K Buy
14,581
+10,451
+253% +$463K 0.01% 879
2025
Q3 		$209K Buy
4,130
+981
+31% +$49.8K 0.01% 1263
2025
Q2 		$150K Buy
3,149
+31
+1% +$1.35K ﹤0.01% 1414
2025
Q1 		$114K Buy
3,118
+806
+35% +$33.3K ﹤0.01% 1456
2024
Q4 		$101K Buy
2,312
+1,505
+186% +$55.4K ﹤0.01% 1464
2024
Q3 		$22.7K Buy
+807
New +$21.5K ﹤0.01% 2099

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

IFP Advisors's BTC Position: Q2 2026 in Review

IFP Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 54% in Q2 2026, buying an estimated $261K and bringing the position to 23,535 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #954.

IFP Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • IFP Advisors held 23,535 shares of Grayscale Bitcoin Mini Trust ETF worth $611K as of Q2 2026.
  • IFP Advisors bought 8,210 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $261K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #954 holding.
  • IFP Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.