RDWM
BTC

Red Door Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Red Door Wealth Management’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 		$1.15M Buy
44,233
+549
+1% +$17.4K 0.1% 109
2026
Q1 		$1.31M Buy
43,684
+14,345
+49% +$485K 0.14% 95
2025
Q4 		$1.14M Buy
29,339
+6,373
+28% +$282K 0.12% 97
2025
Q3 		$1.16M Buy
22,966
+2,926
+15% +$148K 0.12% 95
2025
Q2 		$957K Sell
20,040
-31
-0.2% -$1.35K 0.11% 107
2025
Q1 		$732K Sell
20,071
-55
-0.3% -$2.27K 0.11% 105
2024
Q4 		$843K Buy
20,126
+840
+4% +$30.9K 0.13% 103
2024
Q3 		$543K Buy
+19,286
New +$514K 0.09% 115

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 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
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Red Door Wealth Management's BTC Position: Q2 2026 in Review

Red Door Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 44,233 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #109.

Red Door Wealth Management first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2026. 219 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Red Door Wealth Management held 44,233 shares of Grayscale Bitcoin Mini Trust ETF worth $1.15M as of Q2 2026.
  • Red Door Wealth Management bought 549 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $17.4K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.1% of Red Door Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Red Door Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Red Door Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.31M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.