JGIA
BTC

Jackson Grant Investment Advisers’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Jackson Grant Investment Advisers’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 		$21.9K Hold
842
– – 0.01% 257
2026
Q1 		$25.3K Sell
842
-7
-0.8% -$237 0.01% 247
2025
Q4 		$32.9K Hold
849
– – 0.01% 229
2025
Q3 		$43K Hold
849
– – 0.01% 212
2025
Q2 		$40.5K Hold
849
– – 0.01% 193
2025
Q1 		$31K Buy
849
+573
+208% +$23.6K 0.01% 202
2024
Q4 		$11.6K Sell
276
-1
-0.4% -$37 ﹤0.01% 258
2024
Q3 		$7.81K Buy
+277
New +$7.38K ﹤0.01% 283

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Jackson Grant Investment Advisers's BTC Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 842 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #257.

Jackson Grant Investment Advisers first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $43K in Q3 2025. 219 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Jackson Grant Investment Advisers held 842 shares of Grayscale Bitcoin Mini Trust ETF worth $21.9K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #257 holding.
  • Jackson Grant Investment Advisers first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Jackson Grant Investment Advisers's Grayscale Bitcoin Mini Trust ETF position peaked at $43K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.