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

Lido 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	$1.15M	Buy	44,504 +5,736	+15%	+$182K	﹤0.01%	1029
2026 Q1	$1.16M	Buy	38,768 +7,445	+24%	+$252K	﹤0.01%	906
2025 Q4	$1.54M	Sell	31,323 -7,308	-19%	-$324K	﹤0.01%	813
2025 Q3	$1.96M	Buy	38,631 +15,236	+65%	+$773K	0.01%	694
2025 Q2	$1.12M	Buy	23,395 +51	+0.2%	+$2.23K	﹤0.01%	798
2025 Q1	$852K	Buy	23,344 +978	+4%	+$40.4K	﹤0.01%	836
2024 Q4	$936K	Buy	22,366 +9,806	+78%	+$361K	﹤0.01%	788
2024 Q3	$354K	Buy	+12,560	New	+$335K	﹤0.01%	1094

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

Lido Advisors's BTC Position: Q2 2026 in Review

Lido Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 15% in Q2 2026, buying an estimated $182K and bringing the position to 44,504 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Lido Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.96M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Lido Advisors held 44,504 shares of Grayscale Bitcoin Mini Trust ETF worth $1.15M as of Q2 2026.
Lido Advisors bought 5,736 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $182K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1029 holding.
Lido Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Lido Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.96M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.