PA
BTC

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

Paragon 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 		$33.9M Buy
1,306,342
+232,912
+22% +$7.39M 7.12% 2
2026
Q1 		$32.2M Buy
1,073,430
+404,372
+60% +$13.7M 8.68% 2
2025
Q4 		$25.9M Buy
+669,058
New +$29.6M 7.04% 2

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
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
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

Paragon Advisors's BTC Position: Q2 2026 in Review

Paragon Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 22% in Q2 2026, buying an estimated $7.39M and bringing the position to 1,306,342 shares worth $33.9M. The position accounts for 7.12% of the portfolio, ranked #2.

Paragon Advisors first reported a position in BTC in Q4 2025 and has held it in 3 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Paragon Advisors held 1,306,342 shares of Grayscale Bitcoin Mini Trust ETF worth $33.9M as of Q2 2026.
  • Paragon Advisors bought 232,912 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $7.39M.
  • Grayscale Bitcoin Mini Trust ETF made up 7.12% of Paragon Advisors's portfolio in Q2 2026, its #2 holding.
  • Paragon Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Paragon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.