TGY2IT
BTC

Timothy G. Youngquist 2020 Irrevocable Trust’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-16,558
Closed -$497K – 505
2026
Q1 		$497K Buy
16,558
+8,878
+116% +$300K 0.21% 100
2025
Q4 		$297K Buy
+7,680
New +$340K 0.22% 44

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's BTC Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 16,558 shares — an estimated $497K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in BTC in Q4 2025 and held it in 2 quarters. The position peaked at $497K in Q1 2026. 296 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 16,558 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $497K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and held it in 2 quarters.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Grayscale Bitcoin Mini Trust ETF position peaked at $497K in Q1 2026.
  • 296 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.