JIC
BTC

Joel Isaacson & Co’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Joel Isaacson & Co’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 		– Sell
-800
Closed -$24K – 497
2026
Q1 		$24K Buy
+800
New +$27K ﹤0.01% 453

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Joel Isaacson & Co's BTC Position: Q2 2026 in Review

Joel Isaacson & Co increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 9.4% in Q2 2026, buying an estimated $26.7K and bringing the position to 9,761 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #415.

Joel Isaacson & Co first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $452K in Q3 2025. 296 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Joel Isaacson & Co held 9,761 shares of Grayscale Bitcoin Mini Trust ETF worth $253K as of Q2 2026.
  • Joel Isaacson & Co bought 840 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $26.7K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #415 holding.
  • Joel Isaacson & Co first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Joel Isaacson & Co's Grayscale Bitcoin Mini Trust ETF position peaked at $452K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.