MWPCG
BTC

Measured Wealth Private Client Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Measured Wealth Private Client Group’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 		$12.2K Hold
472
– – ﹤0.01% 556
2026
Q1 		$14.2K Hold
472
– – ﹤0.01% 535
2025
Q4 		$18.3K Sell
472
-191
-29% -$8.46K ﹤0.01% 494
2025
Q3 		$33.6K Buy
+663
New +$33.6K 0.01% 364

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

Measured Wealth Private Client Group's BTC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 472 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Measured Wealth Private Client Group first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.6K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Measured Wealth Private Client Group held 472 shares of Grayscale Bitcoin Mini Trust ETF worth $12.2K as of Q2 2026.
  • Measured Wealth Private Client Group left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #556 holding.
  • Measured Wealth Private Client Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Grayscale Bitcoin Mini Trust ETF position peaked at $33.6K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.