SWIM
BTC

Smallwood Wealth Investment Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Smallwood Wealth Investment 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 		$20.1K Buy
774
+570
+279% +$18.1K 0.01% 277
2026
Q1 		$6.12K Hold
204
– – ﹤0.01% 358
2025
Q4 		$7.9K Hold
204
– – ﹤0.01% 328
2025
Q3 		$10.3K Hold
204
– – 0.01% 317
2025
Q2 		$9.74K Hold
204
– – 0.01% 320
2025
Q1 		$7.44K Buy
+204
New +$8.42K ﹤0.01% 329

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

Smallwood Wealth Investment Management's BTC Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 279% in Q2 2026, buying an estimated $18.1K and bringing the position to 774 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #277.

Smallwood Wealth Investment Management first reported a position in BTC in Q1 2025 and has held it in 6 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Smallwood Wealth Investment Management held 774 shares of Grayscale Bitcoin Mini Trust ETF worth $20.1K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 570 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $18.1K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #277 holding.
  • Smallwood Wealth Investment Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 6 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.