RIL
BTC

Rothschild Investment LLC’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Rothschild Investment LLC’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 		$87.9K Hold
3,386
– – ﹤0.01% 1096
2026
Q1 		$102K Hold
3,386
– – 0.01% 879
2025
Q4 		$131K Hold
3,386
– – 0.01% 741
2025
Q3 		$171K Buy
3,386
+500
+17% +$25.4K 0.01% 656
2025
Q2 		$138K Buy
2,886
+15
+0.5% +$655 0.01% 580
2025
Q1 		$105K Sell
2,871
-6,200
-68% -$256K 0.01% 622
2024
Q4 		$380K Buy
9,071
+6,199
+216% +$228K 0.02% 390
2024
Q3 		$80.8K Buy
+2,872
New +$76.5K 0.01% 695

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

Rothschild Investment LLC's BTC Position: Q2 2026 in Review

Rothschild Investment LLC held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 3,386 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Rothschild Investment LLC first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $380K in Q4 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Rothschild Investment LLC held 3,386 shares of Grayscale Bitcoin Mini Trust ETF worth $87.9K as of Q2 2026.
  • Rothschild Investment LLC left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1096 holding.
  • Rothschild Investment LLC first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Grayscale Bitcoin Mini Trust ETF position peaked at $380K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.