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Mount Yale Investment Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-2,919
Closed -$139K – 1661
2025
Q2 		$139K Buy
+2,919
New +$127K 0.01% 602

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Mount Yale Investment Advisors's BTC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025, closing a stake of 2,919 shares — an estimated $139K sold.

Mount Yale Investment Advisors first reported a position in BTC in Q2 2025 and held it in 1 quarter. The position peaked at $139K in Q2 2025. 500 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,919 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $139K.
  • Mount Yale Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $139K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.