MWA
BTC

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

Mills 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
-5,240
Closed -$203K – 86
2025
Q4 		$203K Sell
5,240
-12
-0.2% -$532 0.08% 70
2025
Q3 		$266K Sell
5,252
-4
-0.1% -$203 0.11% 60
2025
Q2 		$251K Sell
5,256
-227
-4% -$9.91K 0.12% 58
2025
Q1 		$200K Sell
5,483
-216
-4% -$8.91K 0.11% 62
2024
Q4 		$239K Sell
5,699
-742
-12% -$27.3K 0.14% 53
2024
Q3 		$181K Buy
+6,441
New +$172K 0.12% 55

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Mills Wealth Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 5,240 shares — an estimated $203K sold.

Mills Wealth Advisors first reported a position in BTC in Q3 2024 and held it in 6 quarters. The position peaked at $266K in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Mills Wealth Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 5,240 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $203K.
  • Mills Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 6 quarters.
  • Mills Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $266K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

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