MGIA
BTC

Moneta Group Investment Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-8,347
Closed -$250K – 920
2026
Q1 		$250K Buy
+8,347
New +$282K ﹤0.01% 689
2025
Q4 		– Sell
-4,859
Closed -$246K – 859
2025
Q3 		$246K Sell
4,859
-3
-0.1% -$152 ﹤0.01% 683
2025
Q2 		$232K Buy
+4,862
New +$212K ﹤0.01% 626
2024
Q4 		– Sell
-4,346
Closed -$122K – 699
2024
Q3 		$122K Buy
+4,346
New +$116K ﹤0.01% 631

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

Moneta Group Investment Advisors's BTC Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 8,347 shares — an estimated $250K sold.

Moneta Group Investment Advisors first reported a position in BTC in Q3 2024 and held it in 4 quarters. The position peaked at $250K in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 8,347 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $250K.
  • Moneta Group Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $250K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.