SWP
BTC

ShoreHaven Wealth Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

ShoreHaven Wealth Partners’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 		$3.79M Buy
145,908
+57,381
+65% +$1.82M 1.19% 24
2026
Q1 		$2.65M Sell
88,527
-9,137
-9% -$309K 0.95% 27
2025
Q4 		$3.78M Buy
97,664
+19,215
+24% +$852K 1.36% 20
2025
Q3 		$3.97M Buy
78,449
+2,246
+3% +$114K 1.47% 19
2025
Q2 		$3.64M Sell
76,203
-3,233
-4% -$141K 1.49% 20
2025
Q1 		$2.9M Buy
+79,436
New +$3.28M 1.39% 23

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

ShoreHaven Wealth Partners's BTC Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 65% in Q2 2026, buying an estimated $1.82M and bringing the position to 145,908 shares worth $3.79M. The position accounts for 1.19% of the portfolio, ranked #24.

ShoreHaven Wealth Partners first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.97M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • ShoreHaven Wealth Partners held 145,908 shares of Grayscale Bitcoin Mini Trust ETF worth $3.79M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 57,381 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.82M.
  • Grayscale Bitcoin Mini Trust ETF made up 1.19% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • ShoreHaven Wealth Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • ShoreHaven Wealth Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $3.97M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.