SMA
ETHA

Sage Mountain Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Sage Mountain Advisors’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Hold
36,169
– – 0.03% 152
2026
Q1 		$573K Buy
36,169
+570
+2% +$10.3K 0.04% 126
2025
Q4 		$798K Buy
35,599
+13,353
+60% +$349K 0.04% 198
2025
Q3 		$701K Buy
+22,246
New +$660K 0.04% 212

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Sage Mountain Advisors's ETHA Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 36,169 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #152.

Sage Mountain Advisors first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $798K in Q4 2025. 456 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Sage Mountain Advisors held 36,169 shares of iShares Ethereum Trust ETF worth $430K as of Q2 2026.
  • Sage Mountain Advisors left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #152 holding.
  • Sage Mountain Advisors first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Sage Mountain Advisors's iShares Ethereum Trust ETF position peaked at $798K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.