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

NewEdge 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	$50K	Sell	1,926 -7,235	-79%	-$230K	﹤0.01%	3126
2026 Q1	$275K	Buy	9,161 +2,082	+29%	+$70.4K	﹤0.01%	2404
2025 Q4	$274K	Sell	7,079 -2,988	-30%	-$132K	﹤0.01%	2368
2025 Q3	$510K	Sell	10,067 -1,817	-15%	-$92.2K	﹤0.01%	1791
2025 Q2	$567K	Buy	11,884 +1,932	+19%	+$84.4K	﹤0.01%	1615
2025 Q1	$363K	Buy	9,952 +7,382	+287%	+$305K	﹤0.01%	1770
2024 Q4	$108K	Sell	2,570 -3,984	-61%	-$147K	﹤0.01%	2253
2024 Q3	$185K	Buy	+6,554	New	+$175K	﹤0.01%	2020

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

NewEdge Advisors's BTC Position: Q2 2026 in Review

NewEdge Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 79% in Q2 2026, selling an estimated $230K and leaving 1,926 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

NewEdge Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $567K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

NewEdge Advisors held 1,926 shares of Grayscale Bitcoin Mini Trust ETF worth $50K as of Q2 2026.
NewEdge Advisors sold 7,235 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $230K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3126 holding.
NewEdge Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $567K in Q2 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.