KA
BTC

Kozak & Associates’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kozak & Associates’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 		$954 Hold
36
– – ﹤0.01% 384
2026
Q1 		$1.17K Hold
36
– – ﹤0.01% 391
2025
Q4 		$1.44K Hold
36
– – ﹤0.01% 379
2025
Q3 		$1.46K Hold
36
– – ﹤0.01% 395
2025
Q2 		$1.78K Hold
36
– – ﹤0.01% 355
2025
Q1 		$1.36K Hold
36
– – ﹤0.01% 378
2024
Q4 		$1.57K Hold
36
– – ﹤0.01% 373
2024
Q3 		$1.09K Buy
+36
New +$959 ﹤0.01% 349

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

Kozak & Associates's BTC Position: Q2 2026 in Review

Kozak & Associates held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 36 shares worth $954. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Kozak & Associates first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.78K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Kozak & Associates held 36 shares of Grayscale Bitcoin Mini Trust ETF worth $954 as of Q2 2026.
  • Kozak & Associates left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #384 holding.
  • Kozak & Associates first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Kozak & Associates's Grayscale Bitcoin Mini Trust ETF position peaked at $1.78K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.