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

Kingswood Wealth 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	$2M	Buy	77,221 +354	+0.5%	+$11.2K	0.08%	258
2026 Q1	$2.31M	Buy	76,867 +6,836	+10%	+$231K	0.11%	213
2025 Q4	$2.71M	Buy	70,031 +4,308	+7%	+$191K	0.13%	159
2025 Q3	$3.33M	Buy	65,723 +2,880	+5%	+$146K	0.2%	122
2025 Q2	$3M	Buy	62,843 +1,515	+2%	+$66.2K	0.24%	99
2025 Q1	$2.24M	Buy	61,328 +581	+1%	+$24K	0.2%	116
2024 Q4	$2.54M	Buy	60,747 +621	+1%	+$22.9K	0.19%	117
2024 Q3	$1.69M	Buy	+60,126	New	+$1.6M	0.12%	194

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Kingswood Wealth Advisors's BTC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.46% in Q2 2026, buying an estimated $11.2K and bringing the position to 77,221 shares worth $2M. The position accounts for 0.08% of the portfolio, ranked #258.

Kingswood Wealth Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.33M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Kingswood Wealth Advisors held 77,221 shares of Grayscale Bitcoin Mini Trust ETF worth $2M as of Q2 2026.
Kingswood Wealth Advisors bought 354 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $11.2K.
Grayscale Bitcoin Mini Trust ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #258 holding.
Kingswood Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $3.33M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.