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BTC

Plante Moran Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Plante Moran Financial 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 		$5.55K Hold
214
– – ﹤0.01% 628
2026
Q1 		$6.42K Hold
214
– – ﹤0.01% 552
2025
Q4 		$8.29K Sell
214
-399
-65% -$17.7K ﹤0.01% 588
2025
Q3 		$31K Buy
613
+329
+116% +$16.7K ﹤0.01% 404
2025
Q2 		$13.6K Hold
284
– – ﹤0.01% 524
2025
Q1 		$10.4K Hold
284
– – ﹤0.01% 563
2024
Q4 		$11.9K Sell
284
-2,049
-88% -$75.4K ﹤0.01% 553
2024
Q3 		$65.7K Buy
+2,333
New +$62.2K 0.01% 351

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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 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

Plante Moran Financial Advisors's BTC Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 214 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Plante Moran Financial Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $65.7K in Q3 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Plante Moran Financial Advisors held 214 shares of Grayscale Bitcoin Mini Trust ETF worth $5.55K as of Q2 2026.
  • Plante Moran Financial Advisors left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #628 holding.
  • Plante Moran Financial Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Plante Moran Financial Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $65.7K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.