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

NewEdge Wealth’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	$9.89M	Sell	381,271 -2,293	-0.6%	-$72.8K	0.1%	146
2026 Q1	$11.5M	Buy	383,564 +371,398	+3,053%	+$12.6M	0.14%	113
2025 Q4	$471K	Buy	12,166 +56	+0.5%	+$2.48K	0.01%	864
2025 Q3	$557K	Hold	12,110	–	–	0.01%	716
2025 Q2	$631K	Sell	12,110 -1,520	-11%	-$66.4K	0.01%	640
2025 Q1	$497K	Sell	13,630 -2,559	-16%	-$106K	0.01%	651
2024 Q4	$678K	Sell	16,189 -3	-0%	-$110	0.01%	565
2024 Q3	$456K	Buy	+16,192	New	+$432K	0.01%	639

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 Wealth's BTC Position: Q2 2026 in Review

NewEdge Wealth reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.6% in Q2 2026, selling an estimated $72.8K and leaving 381,271 shares worth $9.89M. The position accounts for 0.1% of the portfolio, ranked #146.

NewEdge Wealth first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q1 2026. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

NewEdge Wealth held 381,271 shares of Grayscale Bitcoin Mini Trust ETF worth $9.89M as of Q2 2026.
NewEdge Wealth sold 2,293 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $72.8K.
Grayscale Bitcoin Mini Trust ETF made up 0.1% of NewEdge Wealth's portfolio in Q2 2026, its #146 holding.
NewEdge Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $11.5M in Q1 2026.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.