Simon Quick Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Simon Quick 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 Q3	$599K	Buy	+16,200	New	+$510K	0.02%	270

Other funds holding BTC

Bullish George Town $257M AUM 28.48% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Simon Quick Advisors's BTC Position: Q3 2026 in Review

Simon Quick Advisors opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2026: 16,200 shares worth $599K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings.

206 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

Simon Quick Advisors held 16,200 shares of Grayscale Bitcoin Mini Trust ETF worth $599K as of Q3 2026.
Grayscale Bitcoin Mini Trust ETF was a new Simon Quick Advisors position in Q3 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #270 holding.
206 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.