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

Pasadena Private 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	$9.13M	Buy	351,755 +123,711	+54%	+$3.93M	1.16%	19
2026 Q1	$6.84M	Sell	228,044 -82,421	-27%	-$2.79M	0.95%	22
2025 Q4	$12M	Buy	310,465 +89,354	+40%	+$3.96M	1.63%	14
2025 Q3	$11.2M	Buy	221,111 +53,884	+32%	+$2.73M	1.61%	15
2025 Q2	$7.99M	Buy	167,227 +89,029	+114%	+$3.89M	1.37%	16
2025 Q1	$2.85M	Buy	78,198 +22,472	+40%	+$927K	0.55%	29
2024 Q4	$2.33M	Buy	55,726 +27,193	+95%	+$1M	0.48%	34
2024 Q3	$803K	Buy	+28,533	New	+$760K	0.17%	62

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

Pasadena Private Wealth's BTC Position: Q2 2026 in Review

Pasadena Private Wealth increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 54% in Q2 2026, buying an estimated $3.93M and bringing the position to 351,755 shares worth $9.13M. The position accounts for 1.16% of the portfolio, ranked #19.

Pasadena Private Wealth first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $12M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Pasadena Private Wealth held 351,755 shares of Grayscale Bitcoin Mini Trust ETF worth $9.13M as of Q2 2026.
Pasadena Private Wealth bought 123,711 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $3.93M.
Grayscale Bitcoin Mini Trust ETF made up 1.16% of Pasadena Private Wealth's portfolio in Q2 2026, its #19 holding.
Pasadena Private Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Pasadena Private Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $12M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.