LWM
BTC

Lodestone Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Lodestone Wealth Management’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 		$34.3K Buy
1,321
+246
+23% +$7.81K 0.01% 348
2026
Q1 		$32.2K Buy
1,075
+1,015
+1,692% +$34.3K 0.01% 343
2025
Q4 		$2.32K Buy
+60
New +$2.66K ﹤0.01% 661

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

Lodestone Wealth Management's BTC Position: Q2 2026 in Review

Lodestone Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 23% in Q2 2026, buying an estimated $7.81K and bringing the position to 1,321 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #348.

Lodestone Wealth Management first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Lodestone Wealth Management held 1,321 shares of Grayscale Bitcoin Mini Trust ETF worth $34.3K as of Q2 2026.
  • Lodestone Wealth Management bought 246 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $7.81K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Lodestone Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.