IAA
BTC

Independent Advisor Alliance’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Independent Advisor Alliance’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 		$454K Buy
17,498
+6,028
+53% +$191K 0.01% 700
2026
Q1 		$344K Sell
11,470
-5,999
-34% -$203K ﹤0.01% 1269
2025
Q4 		$677K Buy
+17,469
New +$774K 0.02% 573
2025
Q3 		– Sell
-5,627
Closed -$269K – 993
2025
Q2 		$269K Sell
5,627
-507
-8% -$22.1K 0.01% 750
2025
Q1 		$224K Sell
6,134
-1,420
-19% -$58.6K 0.01% 739
2024
Q4 		$316K Sell
7,554
-10,979
-59% -$404K ﹤0.01% 1120
2024
Q3 		$522K Buy
+18,533
New +$494K 0.02% 452

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

Independent Advisor Alliance's BTC Position: Q2 2026 in Review

Independent Advisor Alliance increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 53% in Q2 2026, buying an estimated $191K and bringing the position to 17,498 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #700.

Independent Advisor Alliance first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $677K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Independent Advisor Alliance held 17,498 shares of Grayscale Bitcoin Mini Trust ETF worth $454K as of Q2 2026.
  • Independent Advisor Alliance bought 6,028 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $191K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #700 holding.
  • Independent Advisor Alliance first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's Grayscale Bitcoin Mini Trust ETF position peaked at $677K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.