LWANC
BTC

Laurel Wealth Advisors (North Carolina)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-14
Closed -$543 – 688
2025
Q4 		$543 Buy
+14
New +$620 ﹤0.01% 662
2025
Q2 		– Sell
-14
Closed -$511 – 695
2025
Q1 		$511 Hold
14
– – ﹤0.01% 662
2024
Q4 		$587 Sell
14
-1
-7% -$37 ﹤0.01% 688
2024
Q3 		$417 Buy
+15
New +$400 ﹤0.01% 662

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BTC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 14 shares — an estimated $543 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BTC in Q3 2024 and held it in 4 quarters. The position peaked at $587 in Q4 2024. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 14 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $543.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Grayscale Bitcoin Mini Trust ETF position peaked at $587 in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.