MWA
BTC

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

Medallion Wealth 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
Q1 		– Sell
-20
Closed -$775 – 1160
2025
Q4 		$775 Sell
20
-2
-9% -$89 ﹤0.01% 1062
2025
Q3 		$1.11K Sell
22
-8
-27% -$406 ﹤0.01% 1028
2025
Q2 		$1.4K Hold
30
– – ﹤0.01% 1000
2025
Q1 		$1.13K Hold
30
– – ﹤0.01% 979
2024
Q4 		$1.26K Buy
+30
New +$1.1K ﹤0.01% 908

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's BTC Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 20 shares — an estimated $775 sold.

Medallion Wealth Advisors first reported a position in BTC in Q4 2024 and held it in 5 quarters. The position peaked at $1.4K in Q2 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 20 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $775.
  • Medallion Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.4K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.